Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 81-4473358 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party in Indentity of Issuer, Borrower, Lessor, or Maturity Date, Rate of Interest, Collateral, Interest Similar Party Par or Maturity Value Cost Current Value JP Morgan U.S. Equity Mutual Funds | Other securities | — | — | $1.0M | 14.9% | |
| T. Rowe Price Ret 2010 I Mutual Funds | Other securities | — | — | $720K | 10.2% | |
| Standard Stable Asset Fund Group Annuity Contract | Common Stock | — | — | $667K | 9.5% | |
| PGIM Jennison Mid Cap Growth Mutual Funds | Other securities | — | — | $604K | 8.6% | |
| JP Morgan Growth Advantage Mutual Funds | Other securities | — | — | $520K | 7.4% | |
| Vanguard 500 Index Mutual Funds | Other securities | — | — | $404K | 5.7% | |
| Dodge & Cox Income Mutual Funds | Other securities | — | — | $375K | 5.3% | |
| Schwab Int'l Index Mutual Funds | Other securities | — | — | $373K | 5.3% | |
| T. Rowe Price Ret 2040 I Mutual Funds | Other securities | — | — | $362K | 5.1% | |
| T. Rowe Price Ret 2060 I Mutual Funds | Other securities | — | — | $359K | 5.1% | |
| Putnam Large Cap Value Mutual Funds | Other securities | — | — | $304K | 4.3% | |
| MFS Mid Cap Value Mutual Funds | Other securities | — | — | $225K | 3.2% | |
| T. Rowe Price Ret 2045 I Mutual Funds | Other securities | — | — | $212K | 3.0% | |
| T. Rowe Price Ret 2055 I Mutual Funds | Other securities | — | — | $145K | 2.1% | |
| T. Rowe Price Ret 2025 I Mutual Funds | Other securities | — | — | $128K | 1.8% | |
| T. Rowe Price Ret 2035 I Mutual Funds | Other securities | — | — | $124K | 1.8% | |
| T. Rowe Price Ret 2050 I Mutual Funds | Other securities | — | — | $108K | 1.5% | |
| Fidelity International Growth Mutual Funds | Other securities | — | — | $102K | 1.5% | |
| T. Rowe Price Ret 2030 I Mutual Funds | Other securities | — | — | $93K | 1.3% | |
| Vanguard Explorer Mutual Funds | Other securities | — | — | $69K | 1.0% | |
| T. Rowe Price Ret 2020 I Mutual Funds | Other securities | — | — | $23K | 0.3% | |
| Blackrock Infl Prot Mutual Funds | Other securities | — | — | $18K | 0.3% | |
| Invesco Small Cap Value Mutual Funds | Other securities | — | — | $15K | 0.2% | |
| American Funds AM Mutual Funds | Other securities | — | — | $15K | 0.2% | |
| T. Rowe Price Ret. Balanced Mutual Funds | Other securities | — | — | $5K | <0.1% | |
| Vanguard Small Cap Index Mutual Funds | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total Stock Market Index Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| Vanguard Real Estate IDX Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| Vanguard Mid Cap Index Mutual Funds | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK, RAYMOND & COMPANY, PLLC | 91-1521868 | — | NONE | $34K | — |
