Filings through .
Filed June 12, 2008
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 FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $212,467 |
9 funds hold $9.4M of the plan's $11.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long-Term Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $4.3M | 45.7% |
| Great Gray Core Bond R1 Fund Manager not matched · Collective trust | $2.4M | 25.1% |
| PIMCO Extended Duration Fund Institutional PIMCO (Allianz) · Mutual fund | $493K | 5.2% |
| Principal Liquid Assets Sep Acct-Z Principal · Money market Recordkeeper's own fund | $392K | 4.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $378K | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $378K | 4.0% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $376K | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $361K | 3.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $359K | 3.8% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Susan N. Mason Principal Financial Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.