Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $22,748 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $17,976 |
8 funds of $250K or more; 15 lines in all, holding $5.5M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $975K | 17.6% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $970K | 17.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $861K | 15.5% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $558K | 10.1% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $511K | 9.2% |
| Standard Standard Stable Asset A StanCorp (Meiji Yasuda) · Insurance contract | $501K | 9.0% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $490K | 8.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $290K | 5.2% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $176K | 3.2% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $163K | 2.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity International Index Fund | $861K |
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.