Filings through .
Filed April 20, 2004
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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $33,274 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,794 |
21 funds of $250K or more; 18 lines in all, holding $23.6M of the plan's $25.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $7.7M | 32.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 15.7% |
| Fidelity Adv Tech Z Fund Fidelity (FMR) · Mutual fund | $1.9M | 8.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.8M | 7.4% |
| MFS Mass Inv Growth Stk R6 Fd MFS (Sun Life) · Mutual fund | $1.6M | 6.7% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $1.2M | 5.1% |
| T. Rowe Price Retirement Balanced I Fund-I Class T. Rowe Price · Mutual fund | $1.1M | 4.6% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $904K | 3.8% |
| Neuberger Berman Management Neuberger Lrg Cap Val R6 Fd Neuberger Berman · Mutual fund | $809K | 3.4% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $730K | 3.1% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPooled Separate Accounts Principal | $904K |
| AddedPIMCO Low Dur Income Inst'l | $356K |
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.
The auditor signed off without reservation. This is the cleanest opinion.