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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,335 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
19 funds of $250K or more; 27 lines in all, holding $23.3M of the plan's $23.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $15.6M | 67.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.9% |
| JPMorgan Large Cap Growth Fund Class R5 JPMorgan · Mutual fund | $735K | 3.2% |
| Pgim Investments Pgim Total Return Bond R6 Prudential (PGIM) · Mutual fund | $652K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $649K | 2.8% |
| Cref Equity Index TIAA (Nuveen) · Separate account Index | $620K | 2.7% |
| Putnam Large-Cap Value 6 Franklin Templeton · Mutual fund | $459K | 2.0% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $438K | 1.9% |
| Growth Account TIAA (Nuveen) · Mutual fund | $406K | 1.7% |
| MFS Investment MFS Intl Growth R6 Fund MFS (Sun Life) · Mutual fund | $392K | 1.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.