Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
<1% 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.
$39K in admin expenses, $210 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; 12 lines in all, holding $8.3M of the plan's $8.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $3.3M | 40.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 29.1% |
| Standard Stable Asset Fund D Manager not matched · Stable value Stable value | $1.2M | 14.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 12.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $125K | 1.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 1.3% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $55K | 0.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $50K | 0.6% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $25K | 0.3% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $15K | 0.2% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
2 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 2 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 Custodial (other than securities); Cl... | $22,507 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 27 · EIN 33-0785439 Advisory (Plan) | $16,675 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025