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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $58,961 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,944 |
6 funds of $250K or more; 28 lines in all, holding $9.5M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Flexpath Index Moderate 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.6M | 27.2% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $1.7M | 18.0% |
| Wilmington flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.7M | 17.7% |
| Wilmington Trust flexPATH Index+ Moderate 2045 R1 Manager not matched · Collective trust Index | $1.5M | 15.6% |
| Wilmington FlexPath Index + Moderate Retirement Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $388K | 4.1% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $266K | 2.8% |
| BlackRock EAFE Equity Index Fund Class 1 BlackRock · Mutual fund Index | $237K | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $173K | 1.8% |
| Wilmington Large Cap Value Fund I1 Manager not matched · Mutual fund | $135K | 1.4% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $120K | 1.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.