Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,708 |
VALMARK ADVISERS INC11+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,000 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $17,490 |
24 funds of $250K or more; 17 lines in all, holding $42.3M of the plan's $43.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $28.6M | 67.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 5.8% |
| Prin Fixed Income 401 /(k) Principal · Insurance contract Recordkeeper's own fund | $1.9M | 4.5% |
| Large Cap Growth Fund II R1 FD Great Gray · Collective trust | $1.7M | 4.1% |
| Fidelity Adv Cp & Inc I Fund Fidelity (FMR) · Mutual fund | $1.6M | 3.7% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $1.4M | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $899K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $563K | 1.3% |
| Principal Div Intl R5 Fund Principal · Mutual fund Recordkeeper's own fund | $558K | 1.3% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $539K | 1.3% |
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Adv Cp & Inc I Fund | $1.6M |
| AddedAmerican Funds NewPrsp R6 Fnd | $1.4M |
| DroppedNEW Perspective Fund Class R-6 | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.