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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $47,842 |
Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 27 · EIN 46-3303127 | Advisory (Plan) | $25,750 |
23 funds of $250K or more; 20 lines in all, holding $31.9M of the plan's $32.6M. 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, 12 vintages | $9.9M | 30.9% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $4.4M | 13.7% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $3.6M | 11.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 11.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 5.1% |
| Metropolitan Life Insurance Company: MetLife Stable Value Solutions J FD MetLife · Stable value Stable value | $1.6M | 5.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 5.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.9% |
| American Funds American Balance R6 Capital Group · Mutual fund | $1.2M | 3.9% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $591K | 1.9% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.