Filings through .
Filed November 9, 2005
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 | $287,428 |
FIDUCIENT ADVISORS LLC5 years Service code 28 · EIN 36-4001764 | Investment Management | $53,342 |
THE PARAGON ALLIANCE GROUP, LLC11+ years Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $25,742 |
COHNREZNICK LLP11+ years Service code 10 · EIN 33-4144829 | Accounting | $22,050 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $21,446 |
24 funds of $250K or more; 13 lines in all, holding $278M of the plan's $283M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $208M | 74.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $18.8M | 6.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $15.7M | 5.6% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $9.0M | 3.2% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $7.8M | 2.8% |
| Eupac Fund Capital Group · Mutual fund | $4.0M | 1.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $3.1M | 1.1% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $3.1M | 1.1% |
| Emerald Growth Fund Emerald Advisers · Mutual fund | $2.7M | 1.0% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $2.0M | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.