Filings through .
Filed September 1, 2009 (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 | $285,045 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $82,682 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $17,600 |
26 funds of $250K or more; 14 lines in all, holding $297M of the plan's $308M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $168M | 56.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $32.6M | 11.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $26.2M | 8.8% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $18.0M | 6.0% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $10.8M | 3.6% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $6.6M | 2.2% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $5.9M | 2.0% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $5.7M | 1.9% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $4.6M | 1.5% |
| Principal Small Cap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $4.5M | 1.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Total Return Fund Class K Shares | $4.4M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.