Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $84,861 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,582 |
21 funds of $250K or more; 13 lines in all, holding $52.0M of the plan's $52.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $28.2M | 54.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 13.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $5.7M | 11.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 6.1% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.1M | 4.1% |
| Baron Growth Fund Manager not matched · Mutual fund | $1.1M | 2.2% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.1M | 2.2% |
| Eupac Fund Capital Group · Mutual fund | $915K | 1.8% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $617K | 1.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $570K | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.