Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 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. Pro is free for 7 days and then costs $49 a month.
$241K in admin expenses, $159 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 41 lines in all, holding $50.2M of the plan's $50.8M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Forwarded Manager not matched · Other | $19.9M | 39.7% |
| Vanguard Tar Rtmnt 2045 Inv Vanguard · Mutual fund | $4.6M | 9.1% |
| Vanguard Tar Rtmnt 2055 Inv Vanguard · Mutual fund | $4.5M | 9.0% |
| Vanguard Tar Rtmnt 2050 Inv Vanguard · Mutual fund | $4.1M | 8.3% |
| Vanguard Tar Rtmnt 2035 Inv Vanguard · Mutual fund | $3.8M | 7.6% |
| Vanguard Tar Rtmnt 2040 Inv Vanguard · Mutual fund | $3.0M | 6.0% |
| Vanguard Tar Rtmnt 2030 Inv Vanguard · Mutual fund | $2.3M | 4.6% |
| Vanguard Tar Rtmnt 2025 Inv Vanguard · Mutual fund | $2.3M | 4.5% |
| Vanguard Tar Rtmnt 2060 Inv Vanguard · Mutual fund | $2.2M | 4.3% |
| Vanguard Tar Rtmnt 2065 Inv Vanguard · Mutual fund | $544K | 1.1% |
| 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 |
31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
31 more lines 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 3 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 Custodial (other than securities); Cl... | $160,221 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 Advisory (Plan) | $76,485 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 Securities Custodian | $15,891 |
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.
4 contacts
10 filings · 2016 to 2025