Filings through .
Filed April 5, 1991
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 LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $689,854 |
WILLIAM BLAIR9 years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $70,000 |
CROWE LLP7 years Service code 11 · EIN 35-0921680 | Actuarial | $24,486 |
24 funds of $250K or more; 14 lines in all, holding $199M of the plan's $203M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 11 vintages | $67.6M | 34.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $28.5M | 14.3% |
| Principal Large Cap S&P 500 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $26.9M | 13.5% |
| Principal Global Investors Trust Company Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $22.4M | 11.3% |
| Principal Small-Cap S&P 600 Index Se Principal · Insurance contract IndexRecordkeeper's own fund | $9.4M | 4.7% |
| American Balanced Fund Capital Group · Mutual fund | $7.9M | 4.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $7.8M | 3.9% |
| Neuberger Large Cap Value Fund Institutional Class Neuberger Berman · Mutual fund | $7.7M | 3.9% |
| T. Rowe Price Funds T. Rowe Price Md-Cp Gr I Fd T. Rowe Price · Mutual fund | $4.9M | 2.5% |
| Principal Small-Cap Growth I Separate Account Z Principal · Insurance contract Recordkeeper's own fund | $4.4M | 2.2% |
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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.