Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $88,836 |
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,949 |
16 funds of $250K or more; 13 lines in all, holding $27.0M of the plan's $27.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $14.7M | 54.6% |
| Principal Life Insurance Company Principal LargeCap Growth I SA-R5 Principal · Insurance contract Recordkeeper's own fund | $4.4M | 16.3% |
| Principal Life Insurance Company Principal LgCap S&P 500 Index SA-R5 Principal · Insurance contract IndexRecordkeeper's own fund | $3.8M | 14.0% |
| Guaranteed Interest Account Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.1M | 4.1% |
| Pooled Separate Accounts Principal Life Insurance Company Core Fixed Income Sep Account Principal · Insurance contract Recordkeeper's own fund | $994K | 3.7% |
| Principal Life Insurance Company Principal MidCap Value I SA-R5 Principal · Insurance contract Recordkeeper's own fund | $560K | 2.1% |
| Mutual Funds Putnam Investment Mgmt Co. Putnam Large Cap Value Y Fund Franklin Templeton · Mutual fund | $390K | 1.4% |
| Principal LifeTime Strategic Income Fund Principal · Insurance contract Recordkeeper's own fund | $348K | 1.3% |
| MFS International Intrinsic Equity Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $253K | 0.9% |
| Principal Life Insurance Company Principal SmallCap Growth I SA-R5 Principal · Insurance contract Recordkeeper's own fund | $206K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.