Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$53K in admin expenses, $365 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 18 lines in all, holding $8.2M of the plan's $8.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Reliance Trust Company Manager not matched · Collective trust | $4.3M | 52.9% |
| Reliance Reliance Advisory Trust INV80 Portfolio Manager not matched · Collective trust | $1.6M | 19.2% |
| Alliance Bern Large Cap Growth N/R AllianceBernstein · Mutual fund | $419K | 5.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $414K | 5.0% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $276K | 3.4% |
| The Vanguard Group, Inc Vanguard 500 Index Fund Adm Vanguard · Mutual fund Index | $247K | 3.0% |
| JPMorgan U.S. Equity Fund Class R5 JPMorgan · Mutual fund | $232K | 2.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $113K | 1.4% |
| MFS Investment Management MFS Mid Cap Value R6 Fund MFS (Sun Life) · Mutual fund | $110K | 1.3% |
| AB Small Cap Growth Portfolio AllianceBernstein · Mutual fund | $95K | 1.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedReliance Trust Company | $4.3M |
| DroppedReliance Advisory Trust Inv70 Portfolio | $1.9M |
| DroppedReliance Advisory Trust INV80 Portfoli | $1.5M |
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. They do not show money moved.
8 more lines and 1 more change in this lineup are on Pro. Pro is free for 7 days and then costs $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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 Claims processing; Custodial (other t... | $27,959 |
Service code 27 · EIN 99-2539506 Advisory (Plan) | $24,996 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
4 filings · 2022 to 2025