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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,244 |
Service code 49 · EIN 74-2794194 | Other Services | $10,820 |
10 funds of $250K or more; 28 lines in all, holding $8.6M of the plan's $8.7M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Life Hybrid 2055 CIT Principal · Collective trust Recordkeeper's own fund | $1.5M | 17.3% |
| Principal Life Hybrid 2050 CIT Principal · Collective trust Recordkeeper's own fund | $1.0M | 12.1% |
| Principal Life Hybrid 2030 CIT Principal · Collective trust Recordkeeper's own fund | $967K | 11.3% |
| Principal Life Hybrid 2035 CIT Principal · Collective trust Recordkeeper's own fund | $907K | 10.6% |
| Principal Life Hybrid 2040 CIT Principal · Collective trust Recordkeeper's own fund | $875K | 10.2% |
| Principal Life Hybrid 2060 CIT Principal · Collective trust Recordkeeper's own fund | $763K | 8.9% |
| Principal Life Hybrid 2045 CIT Principal · Collective trust Recordkeeper's own fund | $672K | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $619K | 7.2% |
| Principal Life Hybrid 2025 CIT Principal · Collective trust Recordkeeper's own fund | $434K | 5.1% |
| Principal Life Hybrid 2065 CIT Principal · Collective trust Recordkeeper's own fund | $362K | 4.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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).
The auditor signed off without reservation. This is the cleanest opinion.