Filings through .
Filed September 12, 2018
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,738 |
USI INSURANCE SERVICES LLC5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,560 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
20 funds of $250K or more; 15 lines in all, holding $16.2M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $7.3M | 45.3% |
| SEI Trust Company Prin/BR S&P 500 Index CIT N SEI · Collective trust Index | $2.0M | 12.6% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $1.1M | 6.8% |
| Galliard Stable Return PN Allspring · Collective trust | $895K | 5.5% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $725K | 4.5% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $526K | 3.3% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $505K | 3.1% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $488K | 3.0% |
| JP Morgan MidCpValue L Fund JPMorgan · Mutual fund | $464K | 2.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $436K | 2.7% |
Added 2 funds, dropped 2 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement I 2030 Fund-I Class to T. Rowe Price Retirement I 2040 Fund-I Class | $5.2M to $7.3M |
| ReplacedMediumPrin/BR S&P 500 Index CIT N to SEI Trust Company Prin/BR S&P 500 Index CIT N | $1.3M to $2.0M |
| AddedMFS Total Return Bond Fund R6 | $429K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.