Filings through .
Filed January 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,067 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,023 |
20 funds of $250K or more; 78 lines in all, holding $36.2M of the plan's $38.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $26.6M | 73.3% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $2.4M | 6.6% |
| Voya Growth and Income Port I Voya · Insurance contract | $1.0M | 2.9% |
| Growth Fund R6 Class American Century · Mutual fund | $541K | 1.5% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $489K | 1.4% |
| Baird Core Plus Bond I Fund Baird · Mutual fund | $483K | 1.3% |
| Voya Large Cap Growth Portfolio Class I Voya · Mutual fund | $448K | 1.2% |
| Fidelity VIP Contrafund Port I Fidelity (FMR) · Mutual fund | $345K | 1.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $273K | 0.8% |
| VY TRowePrice Divr MdCp Gr Pt I Manager not matched · Other | $261K | 0.7% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.