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.
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.
$32K in admin expenses, $236 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 9 lines in all, holding $5.1M of the plan's $5.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $2.3M | 45.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 21.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $718K | 14.0% |
| Standard Stable Asset D Manager not matched · Insurance contract | $598K | 11.7% |
| American Funds New Perspctv R6 Capital Group · Mutual fund | $167K | 3.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $83K | 1.6% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $57K | 1.1% |
| Schwab U.S. Mid-Cap Index Fund Charles Schwab · Mutual fund Index | $56K | 1.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $12K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
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 GROUP3 years Service code 12 · EIN 93-1253576 Custodial (other than securities); Cl... | $21,036 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 Advisory (Plan) | $10,810 |
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.
2 contacts
11 filings · 2015 to 2025