Filings through .
Filed August 30, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
FNB WEALTH MANAGEMENT6 years Service code 21 125 NORTH STATE ST · CLARKS SUMMIT, PA 18411 | Bank Trustee | $43,602 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $22,333 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $12,875 |
STAMBAUGH NESS PC10+ years Filed as: STAMBAUGH NESS, PC Service code 10 · EIN 23-2846715 | Accounting | $6,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
3 funds hold $15.4M of the plan's $15.4M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Interm Dur SA Principal · Separate account Recordkeeper's own fund | $9.1M | 58.9% |
| Principal LDI Long Duration Separate Account Principal · Separate account Recordkeeper's own fund | $4.6M | 29.5% |
| Principal LargeCap S&P 500 Index SA Principal · Separate account IndexRecordkeeper's own fund | $1.8M | 11.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jeffrey S. Myers, FSA, Ea, Maaa Conrad Siegel Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.