Filings through .
Filed October 26, 2001
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.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $28,152 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,221 |
10 funds of $250K or more; 15 lines in all, holding $6.1M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab 1000 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $889K | 14.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $820K | 13.5% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $811K | 13.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $703K | 11.6% |
| Schwab Retirement Government Money Fund Charles Schwab · Mutual fund Recordkeeper's own fund | $663K | 10.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $437K | 7.2% |
| Neuberger Berman Mid Cap Growth Fund - Class R Neuberger Berman · Mutual fund | $426K | 7.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $417K | 6.9% |
| Hood River Small-Cap Growth Fund Hood River · Mutual fund | $286K | 4.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $273K | 4.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.