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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $21,051 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,971 |
17 funds of $250K or more; 18 lines in all, holding $26.0M of the plan's $27.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $16.6M | 63.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 9.6% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.2M | 4.8% |
| Invesco Discovery Mid Cap Growth Fund Class Y Invesco · Mutual fund | $909K | 3.5% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $900K | 3.5% |
| Am Funds New Economy R6 Fund Manager not matched · Mutual fund | $856K | 3.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $598K | 2.3% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $571K | 2.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $302K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $236K | 0.9% |
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.