Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% 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. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$99K in admin expenses, $167 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 18 lines in all, holding $23.9M of the plan's $26.9M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $9.9M | 41.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 16.3% |
| MFS Intrnl Intrinsic Eq R6 MFS (Sun Life) · Mutual fund | $2.3M | 9.7% |
| Standard Standard Stable Asset Fund A StanCorp (Meiji Yasuda) · Insurance contract | $1.8M | 7.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 6.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 5.8% |
| American Century American Cent Sm Cap Gro R6 American Century · Mutual fund | $819K | 3.4% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $711K | 3.0% |
| Calvert US LgCpCr Resp Index I Morgan Stanley · Mutual fund Index | $659K | 2.8% |
| Nuveen Mid Cap Value Opportunities Fund Class I TIAA (Nuveen) · Mutual fund | $454K | 1.9% |
| 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 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS Intrnl Intrinsic Eq R6 | $2.3M |
| DroppedMFS Inter Intrinsic Value R6 | $1.8M |
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.
8 more lines in this lineup are on Pro. 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 2 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 Direct payment from the plan; Recordk... | $60,241 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 Advisory (Plan) | $43,896 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed July 19, 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.
2 contacts
11 filings · 2015 to 2025