Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $5.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
5% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$5K in admin expenses, $31 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 15 lines in all, holding $14.7M of the plan's $17.6M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Service Shares BlackRock · ETF Index | $5.8M | 39.4% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 21.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 16.4% |
| Jpmcb Large Cap Grow CIT K JPMorgan · Collective trust | $709K | 4.8% |
| Dodge & Cox Income Fund (Investor) Dodge & Cox · Mutual fund | $646K | 4.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $627K | 4.3% |
| American Funds New Persepective R6 Capital Group · Mutual fund | $582K | 4.0% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $326K | 2.2% |
| Investment contract - at contract value Manager not matched · Insurance contract | $165K | 1.1% |
| at Contract Value Securian · Insurance contract | $123K | 0.8% |
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustJPMorgan Large Cap Growth Fund to Jpmcb Large Cap Grow CIT K | $412K to $709K |
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.
5 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 Direct payment from the plan; Custodi... | -$6,222 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed March 1, 1995.
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.
2 contacts
11 filings · 2015 to 2025