Filings through .
Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $17,199 |
7 funds of $250K or more; 18 lines in all, holding $7.1M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ssga TargetRetirement 2035 NL Series W State Street (SSgA) · Collective trust | $2.0M | 28.1% |
| Ssga TargetRetirement 2045 NL Series W State Street (SSgA) · Collective trust | $1.0M | 14.2% |
| Ssga TargetRetirement 2050 NL Series W State Street (SSgA) · Collective trust | $829K | 11.7% |
| Ssga TargetRetirement 2040 NL Series W State Street (SSgA) · Collective trust | $817K | 11.5% |
| Ssga TargetRetirement 2055 NL Series W State Street (SSgA) · Collective trust | $763K | 10.7% |
| Ssga TargetRetirement 2060 NL Series W State Street (SSgA) · Collective trust | $563K | 7.9% |
| Ssga TargetRetirement 2065 NL Series W State Street (SSgA) · Collective trust | $511K | 7.2% |
| Galliard Stable Return PN Fund Allspring · Mutual fund | $175K | 2.5% |
| Ssga TargetRetirement 2030 NL Series W State Street (SSgA) · Collective trust | $167K | 2.4% |
| NT Collective S&P 500 Index Fund Non-Lending Northern Trust · Collective trust Index | $58K | 0.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCommon/Collective Trust State Stree | $707K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.