Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,040 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $28,835 |
7 funds of $250K or more; 17 lines in all, holding $9.6M of the plan's $10.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $3.6M | 37.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 17.5% |
| Stable Asset Fund D StanCorp (Meiji Yasuda) · Insurance contract | $1.2M | 12.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 10.8% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $685K | 7.1% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $304K | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $270K | 2.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $174K | 1.8% |
| MFS Mid Cap Growth Fund (R5) MFS (Sun Life) · Mutual fund | $161K | 1.7% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $143K | 1.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Blue Chip Growth K6 Fund | $685K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.