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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,371 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $5,360 |
7 funds of $250K or more; 20 lines in all, holding $5.3M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.1M | 77.8% |
| LargeCap Growth Fund I R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $217K | 4.1% |
| Lord Abbett Income Fund Class R3 Lord Abbett · Mutual fund Possible retail class R3 | $196K | 3.7% |
| Franklin Income R Fund Franklin Templeton · Mutual fund | $154K | 2.9% |
| Principal Cap App Inst Fund Principal · Mutual fund Recordkeeper's own fund | $144K | 2.7% |
| LargeCap S&P 500 Index Fund (R6) Principal · Mutual fund IndexRecordkeeper's own fund | $137K | 2.6% |
| Nomura Mid Cap Growth Fund Macquarie / Nomura · Mutual fund | $95K | 1.8% |
| Fidelity Advisors Small Cap Z Fund Fidelity (FMR) · Mutual fund | $45K | 0.8% |
| Equity Income Account (R3) Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $36K | 0.7% |
| Real Estate Securities Fund R-6 Principal · Mutual fund Recordkeeper's own fund | $31K | 0.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.