Filings through .
Filed September 21, 1992
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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $184,141 |
HAZARD & SIEGEL INC11+ years Filed as: HAZARD & SIEGEL AGENCY LLC Service code 49 · EIN 20-0044877 | Other Services | $65,264 |
HAZARD & SIEGEL INC11+ years Service code 49 · EIN 16-0954584 | Other Services | $49,122 |
BENNETT THRASHER LLP11+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $13,860 |
26 funds of $250K or more; 17 lines in all, holding $103M of the plan's $106M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $35.5M | 34.4% |
| Cives Stable Value Fund Manager not matched · Insurance contract | $13.4M | 13.0% |
| Principal Global Investors - Principal LargeCap S&P 500 Index Separate Account-R6 Principal · Separate account IndexRecordkeeper's own fund | $8.8M | 8.5% |
| Vanguard Wellington Fund Vanguard · Mutual fund | $7.9M | 7.7% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $6.4M | 6.2% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $5.7M | 5.6% |
| The Hartford Equity Income Fund Hartford Funds · Mutual fund | $5.0M | 4.8% |
| Principal Global Investors - Principal Core Plus Bond Separate Account-I1 Principal · Separate account Recordkeeper's own fund | $4.6M | 4.4% |
| Principal Global Investors - Principal MidCap S&P 400 Index Separate Account-R6 Principal · Separate account IndexRecordkeeper's own fund | $3.9M | 3.8% |
| Principal Global Investors - Principal SmallCap S&P 600 Index Separate Account-R6 Principal · Separate account IndexRecordkeeper's own fund | $3.0M | 2.9% |
Added 5 funds, dropped 3 funds. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Growth Advantage Fund | $6.4M |
| DroppedPrincipal Short-term Income Sep Acct | $5.3M |
| AddedPrincipal Global Investors - Principal Core Plus Bond Separate Account-I1 | $4.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.