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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $128,826 |
KESTRA FINANCIAL9 years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $63,497 |
22 funds of $250K or more; 18 lines in all, holding $43.5M of the plan's $44.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 12 vintages | $29.9M | 68.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 8.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.4M | 5.4% |
| Wilmington Trust Large Cap Value Fund Manager not matched · Collective trust | $1.4M | 3.2% |
| Fully benefit-responsive investment contract The Standard Stable Asset Fund Manager not matched · Insurance contract | $1.0M | 2.4% |
| Wilmington Trust Collective Core Fund Manager not matched · Collective trust | $816K | 1.9% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $708K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $529K | 1.2% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $518K | 1.2% |
| T. Rowe Price International Discovery Fund T. Rowe Price · Mutual fund | $440K | 1.0% |
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.
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.