Filings through .
Filed June 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $120,220 |
STANCORP FINANCIAL GROUP11+ years Service code 11 · EIN 93-1253576 | Actuarial | $85,300 |
10 funds hold $86.1M of the plan's $86.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $34.0M | 39.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $8.6M | 9.9% |
| Fidelity Adv Total Bond I Fidelity (FMR) · Insurance contract | $8.5M | 9.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $7.8M | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $6.9M | 8.1% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Insurance contract | $6.0M | 7.0% |
| Fidelity International Bank Fidelity (FMR) · Insurance contract | $4.5M | 5.2% |
| MFS Value Fund R6 MFS (Sun Life) · Insurance contract | $4.4M | 5.1% |
| Hood River Small Cap GR RET Hood River · Insurance contract | $2.7M | 3.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.6M | 3.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Joe C Lopez, FSA Ea Maaa Standard Retirement Services Inc. Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.