Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $15,533 |
Filed as: MERRILL LYNCH FENNER & SMITH Service code 17 · EIN 13-5674085 | Pension Consulting | $7,410 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $0 |
5 funds of $250K or more; 23 lines in all, holding $4.6M of the plan's $4.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $603K | 13.2% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $506K | 11.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $327K | 7.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $315K | 6.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $277K | 6.1% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $237K | 5.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $237K | 5.2% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $230K | 5.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 4.7% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $207K | 4.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.