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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $54,443 |
ECHELON GROUP2 years Filed as: ECHELON GROUP INC Service code 27 · EIN 82-0492018 | Advisory (Plan) | $27,968 |
Filed as: CHARLES SCHWAB TRUST Service code 19 · EIN 42-1558009 | Securities Custodian | $5,516 |
9 funds of $250K or more; 25 lines in all, holding $13.6M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRtmnt 2040 A JPMorgan · Mutual fund Possible retail class A | $2.5M | 18.4% |
| JPMorgan SmartRtmnt 2045 A JPMorgan · Mutual fund Possible retail class A | $2.4M | 17.4% |
| JPMorgan SmartRtmnt 2030 A JPMorgan · Mutual fund Possible retail class A | $1.6M | 11.5% |
| JPMorgan SmartRtmnt 2055 A JPMorgan · Mutual fund Possible retail class A | $1.4M | 10.4% |
| JPMorgan SmartRtmnt 2035 A JPMorgan · Mutual fund Possible retail class A | $1.1M | 8.0% |
| JPMorgan SmartRtmnt 2050 A JPMorgan · Mutual fund Possible retail class A | $1.1M | 8.0% |
| JPMorgan SmartRtmnt 2025 A JPMorgan · Mutual fund Possible retail class A | $955K | 7.0% |
| JPMorgan SmartRtmnt 2060 A JPMorgan · Mutual fund Possible retail class A | $799K | 5.9% |
| JPMorgan SmartRtmnt Income A JPMorgan · Mutual fund Possible retail class A | $464K | 3.4% |
| JPMorgan SmartRtmnt 2065 A JPMorgan · Mutual fund Possible retail class A | $234K | 1.7% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan SmartRtmnt 2020 A | $392K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.