Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $28,528 |
Service code 27 · EIN 86-0812057 | Advisory (Plan) | $13,990 |
8 funds of $250K or more; 12 lines in all, holding $4.9M of the plan's $5.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 23.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $852K | 17.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $652K | 13.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $434K | 8.8% |
| Ssaf Standard Stable Asset Fund Manager not matched · Insurance contract | $429K | 8.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $408K | 8.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $355K | 7.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $271K | 5.5% |
| Allspring Specl MidCp Val R6 Allspring · Mutual fund | $130K | 2.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $117K | 2.4% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.