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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $77,678 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 777 S FIGUEROA ST FL 52ND · LOS ANGELES, CA 900175800 | Advisory (Participants) | $33,585 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Other Services | $2,900 |
9 funds of $250K or more; 24 lines in all, holding $30.3M of the plan's $30.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Prin Lgcp S&P 500 IDX SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $12.3M | 40.5% |
| State Street Global Adv Trust CO State Street (SSgA) · Collective trust | $4.7M | 15.6% |
| State St Wd Dv ex US Index II Fd State Street (SSgA) · Collective trust Index | $4.0M | 13.1% |
| Pooled Separate Accounts Prin Midcap S&P 400 IDX SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $2.3M | 7.6% |
| Pooled Separate Accounts Prin Smcap S&P 600 Idex SA-NE Principal · Insurance contract Recordkeeper's own fund | $2.0M | 6.7% |
| Stable Value Fixd Inc CIT CL 1 Manager not matched · Stable value Stable value | $1.7M | 5.8% |
| Reg Inv Co Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 5.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $466K | 1.5% |
| Reg Inv Co Fidelity Total INT IDX Fund Fidelity (FMR) · Mutual fund Index | $309K | 1.0% |
| Reg Inv Co American Funds Newworld R6 Capital Group · Mutual fund | $219K | 0.7% |
Added 3 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighSmallcap World Fund Inc to State Street Global Adv Trust CO | $389K to $4.7M |
| AddedState St Wd Dv ex US Index II Fd | $4.0M |
| DroppedGrowth Fund OF America | $3.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.