Filings through .
Filed June 23, 2015
Street address, email and phone are on Pro, free for 7 days.
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $159,517 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $76,547 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $1,500 |
10 funds hold $73.6M of the plan's $75.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Large Cap S&P 500 Principal · Mutual fund IndexRecordkeeper's own fund | $21.9M | 29.7% |
| Inflation Protection Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $17.0M | 23.1% |
| Principal LDI Intermediate Duration SA Principal · Mutual fund Recordkeeper's own fund | $10.4M | 14.1% |
| Principal Equity Income Fund Principal · Mutual fund Recordkeeper's own fund | $9.4M | 12.7% |
| International Equity Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $6.0M | 8.1% |
| MidCap Value Fund I Institutional Class Principal · Mutual fund Recordkeeper's own fund | $3.6M | 4.9% |
| Principal MidCap Fund Principal · Mutual fund Recordkeeper's own fund | $3.5M | 4.8% |
| Principal Principal · Money market Recordkeeper's own fund | $1.1M | 1.5% |
| Principal LDI Short Term Duration Principal · Mutual fund Recordkeeper's own fund | $356K | 0.5% |
| Short-Term Income Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $355K | 0.5% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Donald H. Dowdy III Principal Financial Group Schedule SB | Schedule SB | Pro |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.