Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $46,395 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,320 |
5 funds of $250K or more; 12 lines in all, holding $3.9M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.1M | 81.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $354K | 9.1% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $236K | 6.1% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $46K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $24K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 0.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $16K | 0.4% |
| Registered Investment Company Cohen & Steers Cohen & Steers · Mutual fund | $3K | <0.1% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $2K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.