Filings through .
Filed June 16, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,036 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,557 |
12 funds of $250K or more; 21 lines in all, holding $11.4M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $9.2M | 80.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $402K | 3.5% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $314K | 2.7% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund Possible retail class A | $310K | 2.7% |
| Large Cap value CIT RI Manager not matched · Collective trust | $228K | 2.0% |
| JHancock Investment Gr Bd R6 Manager not matched · Mutual fund Possible retail class A | $214K | 1.9% |
| Standard Stable Asset A Manager not matched · Insurance contract | $195K | 1.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $126K | 1.1% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund IndexPossible retail class A | $91K | 0.8% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund Possible retail class A | $85K | 0.7% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.