Filings through .
Filed February 1, 2006
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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $5,742 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
7 funds of $250K or more; 19 lines in all, holding $4.7M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.9M | 61.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $316K | 6.6% |
| Fund Class R-6 Columbia Small Cap Growth I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $221K | 4.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $180K | 3.8% |
| Fund Class R-6 John Hancock Balanced R6 Fund John Hancock (Manulife) · Mutual fund | $152K | 3.2% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $151K | 3.2% |
| Contract Eaton Vance Mid Cap R6 Fund Morgan Stanley · Insurance contract | $145K | 3.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $135K | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $95K | 2.0% |
| Government Money Market R6 Fund Manager not matched · Money market | $75K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.