Filings through .
Filed December 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $41,317 |
PARADIGM BENEFITS LLC1 year Filed as: PARADIGM CONSULTING INC Service code 27 · EIN 26-0665340 | Advisory (Plan) | $9,827 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $9,580 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
7 funds of $250K or more; 20 lines in all, holding $4.8M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 11 vintagesRecordkeeper's own fund | $4.0M | 83.8% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $140K | 2.9% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $127K | 2.7% |
| International Equity Index Fund Principal · Separate account IndexRecordkeeper's own fund | $86K | 1.8% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $83K | 1.7% |
| MidCap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $50K | 1.0% |
| Fidelity ADV EO Growth Z Fund Fidelity (FMR) · Mutual fund | $43K | 0.9% |
| Prin Lifetime Strat Inc Principal · Separate account Recordkeeper's own fund | $40K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $39K | 0.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $38K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.