Filings through .
Filed September 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3226180 | Advisory (Plan) | $24,272 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $20,258 |
THE W.L. BURMEISTER COMPANY9 years Filed as: THE WL BURMEISTER COMPANY Service code 13 · EIN 38-2928964 | Contract Administrator | $5,663 |
THE W.L. BURMEISTER COMPAY2 years Service code 13 | Contract Administrator | $4,409 |
16 funds of $250K or more; 17 lines in all, holding $14.0M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $7.0M | 49.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 9.8% |
| Principal Capital Appreciation Separate Account Principal · Insurance contract Recordkeeper's own fund | $801K | 5.7% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $645K | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $511K | 3.6% |
| Principal Stable Value Signature Fund Principal · Stable value Stable valueRecordkeeper's own fund | $505K | 3.6% |
| Principal MidCap Value I Separate Account Principal · Insurance contract Recordkeeper's own fund | $454K | 3.2% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $451K | 3.2% |
| Principal Small-Cap Value II Separate Account Principal · Insurance contract Recordkeeper's own fund | $424K | 3.0% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $408K | 2.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray Large Cap Value Fund Class R1 | $451K |
| DroppedPutnam Investment Management Putnam Large-Cap Value R6 Fund | $334K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.