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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,774 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,486 |
18 funds of $250K or more; 14 lines in all, holding $10.4M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.4M | 33.1% |
| Nyli Winslow Large Cap Growth Fund (1) TIAA (Nuveen) · Mutual fund | $1.2M | 11.7% |
| Inv40 Portfolio Manager not matched · Collective trust | $1.0M | 9.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $843K | 8.1% |
| MFS Mid Cap Growth Fund R5 Mutual Fund MFS (Sun Life) · Mutual fund | $667K | 6.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $572K | 5.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $472K | 4.5% |
| Reliance Reliance Advisory Trust INV80 Portfolio Manager not matched · Collective trust | $470K | 4.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $423K | 4.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $345K | 3.3% |
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeEupac Fund Class R-5 to Eupac Fund Class R-6 | $278K to $423K |
| AddedMFS Mid Cap Value Fund R6 | $288K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.