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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $50,647 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT. CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $44,324 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,378 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT. LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVETMENT MGMT. LLC Service code 26 | Advisory (Participants) | $0 |
15 funds of $250K or more; 26 lines in all, holding $22.2M of the plan's $22.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $16.6M | 74.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 7.0% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.4M | 6.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $499K | 2.2% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $313K | 1.4% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $310K | 1.4% |
| Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $307K | 1.4% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $191K | 0.9% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $166K | 0.8% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $134K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.