Filings through .
Filed May 9, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,000 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,491 |
17 funds of $250K or more; 19 lines in all, holding $34.5M of the plan's $34.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Stable Value Preferred Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.4M | 15.6% |
| Fidelity Adv EQ Growth A Fund Fidelity (FMR) · Mutual fund | $4.7M | 13.6% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $4.3M | 12.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $4.0M | 11.4% |
| Fidelity Advisor International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $3.9M | 11.2% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $2.4M | 6.9% |
| Carillon Eagle Mid Cap Growth R6 1"und Raymond James · Mutual fund | $1.6M | 4.8% |
| MidCap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $1.2M | 3.4% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.1M | 3.1% |
| MFS Moderate Allocation Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 3.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.