Filings through .
Filed September 15, 2003
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 GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $58,527 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $33,266 |
17 funds of $250K or more; 37 lines in all, holding $19.6M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 19.4% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.6M | 18.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.2M | 16.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.4% |
| Amer Cent Equity Inc R6 Fund American Century · Mutual fund | $1.2M | 6.4% |
| Registered Investment Company American Century Investments American Century · Mutual fund | $913K | 4.7% |
| Mutual of America Interest Account $ Mutual of America · Other | $656K | 3.3% |
| Am Cent One Chc 2050 Por R6 Fd American Century · Mutual fund | $539K | 2.8% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $538K | 2.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $498K | 2.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Core Bond Fund Class R6 | $339K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.