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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $44,286 |
23 funds of $250K or more; 28 lines in all, holding $51.4M of the plan's $56.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retpilot Ameri Fds 2030 CL R1 Manager not matched · Collective trust | $6.4M | 12.5% |
| Great Gray Retpilot Ameri Fds 2035 CL R1 Manager not matched · Collective trust | $6.2M | 12.2% |
| Empower Annuity Insurance Company Guaranteed Income FUND5 Empower · Insurance contract | $6.0M | 11.6% |
| Great Gray Retpilot Ameri Fds 2025 CL R1 Manager not matched · Collective trust | $5.1M | 9.9% |
| Great Gray Retpilot Ameri Fds 2040 CL R1 Manager not matched · Collective trust | $4.0M | 7.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 7.5% |
| Great Gray Retpilot Ameri Fds 2050 CL R1 Manager not matched · Collective trust | $3.9M | 7.5% |
| Great Gray Retpilot Ameri Fds 2055 CL R1 Manager not matched · Collective trust | $2.9M | 5.7% |
| Great Gray Retpilot Ameri Fds 2020 CL R1 Manager not matched · Collective trust | $2.8M | 5.5% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.6M | 3.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.