Filings through .
Filed December 21, 1992 (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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $50,820 |
Service code 27 · EIN 06-1517948 | Advisory (Plan) | $15,000 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $13,837 |
3 funds hold $37.2M of the plan's $38.9M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments Investments at fair value Mutual funds Manager not matched · Mutual fund | $34.4M | 92.6% |
| Investment valued at NAV Manager not matched · Other | $2.4M | 6.6% |
| Receivables Employer contributions Manager not matched · Other | $307K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.