Filings through .
Filed September 20, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,646 |
Service code 49 · EIN 63-0879387 | Other Services | $39,642 |
16 funds hold $16.5M of the plan's $16.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $9.2M | 55.7% |
| Pooled Separate Accounts Prin LargeCap Growth I SA-R1 Principal · Insurance contract Recordkeeper's own fund | $1.6M | 9.7% |
| Principal Pooled Separate AccountsPrin LgCap S&P 500 Index SA-R2 Principal · Insurance contract IndexRecordkeeper's own fund | $1.6M | 9.7% |
| Pooled Separate Accounts Prin SmallCap Growth I SA-R1 Principal · Insurance contract Recordkeeper's own fund | $769K | 4.7% |
| Principal Pooled Separate AccountsPrin MidCap Growth Sep Acct-R1 Principal · Insurance contract Recordkeeper's own fund | $754K | 4.6% |
| Principal Pooled Separate AccountsPrin SmCap S&P 600 Index SA-R2 Principal · Insurance contract IndexRecordkeeper's own fund | $524K | 3.2% |
| Pooled Separate Accounts Prin Equity Income SA-R1 Principal · Insurance contract Recordkeeper's own fund | $470K | 2.8% |
| Pooled Separate Accounts Prin Intl I Separate Acct-R1 Principal · Insurance contract Recordkeeper's own fund | $354K | 2.1% |
| Principal Pooled Separate AccountsPrin Core Plus Bond Sep Act-R1 Principal · Insurance contract Recordkeeper's own fund | $258K | 1.6% |
| Principal Pooled Separate AccountsPrin MidCap S&P 400 Index SA-R2 Principal · Insurance contract IndexRecordkeeper's own fund | $212K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.