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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $62,465 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $49,888 |
ORENDA RETIREMENT, LLC8 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $43,675 |
ORENDA RETIREMENT, LLC8 years Service code 13 | Contract Administrator | $7,705 |
26 funds hold $26.3M of the plan's $27.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $8.7M | 33.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $4.7M | 17.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 11.6% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.3M | 8.7% |
| American Funds Service Company Am Fnds Cap Inc Builder R6 Fd Capital Group · Mutual fund | $954K | 3.6% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $736K | 2.8% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $622K | 2.4% |
| Vanguard Group Vanguard MidCap Val Index Adm Fd Vanguard · Mutual fund Index | $597K | 2.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $578K | 2.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $504K | 1.9% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeRegistered Investment Company Vanguard Growth Index Adm Fund to Vanguard Growth Index Fund Admiral Shares | $2.4M to $3.1M |
| AddedCommon/Collective Trust Principal G | $736K |
| Share class changeVanguard Mid-Cap Value Index Admiral Registered Investment Company to Vanguard Group Vanguard MidCap Val Index Adm Fd | $521K to $597K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.