Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$87K in admin expenses, $245 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 23 lines in all, holding $15.5M of the plan's $15.9M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Core Bond Fund R1 Manager not matched · Collective trust | $2.1M | 13.3% |
| Flexpath Index Mod 2055 R1 Manager not matched · Collective trust Index | $1.6M | 10.4% |
| flexPATH Index+ Mod R1 Manager not matched · Collective trust Index | $1.5M | 10.0% |
| Columbia Cont Core Instl 2 Ameriprise (Columbia Threadneedle) · Mutual fund | $1.5M | 9.7% |
| flexPATH Index Moderate 2035 Fund R1 Manager not matched · Collective trust Index | $1.4M | 9.4% |
| Standard Stable Asset A Manager not matched · Insurance contract | $1.4M | 9.4% |
| Schwab International Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.1M | 6.9% |
| Flexpath Index Moderate 2045 R1 Manager not matched · Collective trust Index | $1.0M | 6.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $851K | 5.5% |
| Large Cap Value Fund CL Manager not matched · Collective trust | $844K | 5.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPrincipal Large Cap Growth I In to JPMorgan Large Cap Growth Fund Class R6 | $721K to $851K |
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. They do not show money moved.
13 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 Custodial (securities); Sub-transfer ... | $63,995 |
Service code 27 · EIN 80-0067281 Advisory (Plan) | $24,983 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 Securities Custodian | $5,512 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed March 10, 2015.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025