Filings through .
Filed June 17, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $48,766 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,400 |
17 funds of $250K or more; 18 lines in all, holding $15.7M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.3M | 65.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 9.9% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $685K | 4.4% |
| Nuveen Social Choice Eq Instl TIAA (Nuveen) · Mutual fund | $556K | 3.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $502K | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $478K | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $373K | 2.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $322K | 2.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $293K | 1.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $220K | 1.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.