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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 | $88,047 |
Service code 27 · EIN 47-0648506 | Advisory (Plan) | $32,369 |
15 funds of $250K or more; 20 lines in all, holding $15.6M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.3M | 21.2% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $1.5M | 9.5% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $1.4M | 9.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 8.9% |
| Thornburg International Equity Fund - Class R6 Thornburg · Mutual fund | $1.3M | 8.2% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1.0M | 6.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.0M | 6.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $963K | 6.2% |
| Goldman Sachs Emerging Markets Equity Fund Class R6 Shares Goldman Sachs · Mutual fund | $606K | 3.9% |
| BlackRock Advanced Large Cap Cr K Fund BlackRock · Mutual fund | $469K | 3.0% |
No lineup changes between the 2024 and 2025 filings.
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.
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.