Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $65,136 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $37,994 |
23 funds hold $49.7M of the plan's $54.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $21.3M | 42.8% |
| BlackRock Eqty Index Cl R Fd BlackRock · Collective trust Index | $4.5M | 9.0% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund | $4.3M | 8.6% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $4.0M | 8.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 5.7% |
| Prin Equity Income SA-I5 Principal · Insurance contract Recordkeeper's own fund | $2.3M | 4.7% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.9M | 3.9% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 3.4% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.6M | 3.3% |
Added 4 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Eqty Index Cl R Fd | $4.5M |
| DroppedCollective Trusts Wilmington Trust | $3.7M |
| DroppedAmerican Century Amer Cent Sm Cp Value Inv Fund | $2.0M |
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, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.