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 | $191,710 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $98,017 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
20 funds hold $51.4M of the plan's $51.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $16.2M | 31.5% |
| Principal Life Insurance Company Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $12.1M | 23.5% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $7.2M | 14.0% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $6.2M | 12.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 7.2% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.1M | 2.2% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $940K | 1.8% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $781K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $737K | 1.4% |
| Nomura Mid Cap Growth R6 Fund Manager not matched · Mutual fund | $690K | 1.3% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal Blue Chip Separate Account-Z | $1.6M |
| DroppedPrincipal Equity Income Separate Account-Z | $886K |
| AddedVanguard Total International Bond Index Fund Admiral Shares | $634K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.