Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $188,564 |
CAPFINANCIAL PARTNERS LLC9 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $125,000 |
26 funds of $250K or more; 17 lines in all, holding $91.7M of the plan's $92.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $45.5M | 49.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.9M | 10.8% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $7.6M | 8.2% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $4.3M | 4.6% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $3.9M | 4.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $3.3M | 3.6% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $2.4M | 2.6% |
| Galliard Stable Return Fund C Allspring · Collective trust | $2.3M | 2.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $2.3M | 2.5% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $2.0M | 2.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal SmallCap Growth I Separate Account | $717K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
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.