Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $89,384 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $39,604 |
13 funds of $250K or more; 22 lines in all, holding $12.8M of the plan's $13.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $10.3M | 80.6% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $504K | 3.9% |
| General Principal Guaranteed Interest Principal · Insurance contract Recordkeeper's own fund | $321K | 2.5% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $285K | 2.2% |
| Principal Life Insurance Company Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $233K | 1.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $217K | 1.7% |
| Principal Life Insurance Company Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $215K | 1.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $146K | 1.1% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $130K | 1.0% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $124K | 1.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRegistered American Am Funds Eupac R6 Fund | $285K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.