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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,987 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,538 |
11 funds of $250K or more; 16 lines in all, holding $9.2M of the plan's $9.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $6.4M | 69.6% |
| Vanguard Growth Index Fnd Adm Vanguard · Mutual fund Index | $920K | 10.0% |
| iShares S&P 500 Index K Fnd BlackRock · ETF Index | $871K | 9.5% |
| Vanguard Total Stock Market Index Adm Fnd Vanguard · Mutual fund Index | $259K | 2.8% |
| Common Collective Trust Reliance Trust MetLife · Stable value Stable value | $169K | 1.8% |
| Fidelity Small Cap Index Fnd Fidelity (FMR) · Mutual fund Index | $163K | 1.8% |
| Fidelity Mid Cap Index Fnd Fidelity (FMR) · Mutual fund Index | $148K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $82K | 0.9% |
| Vanguard Windsor Adm Fnd Vanguard · Mutual fund | $45K | 0.5% |
| Vanguard Total World Stock Index Adm Fnd Vanguard · Mutual fund Index | $44K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.