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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PENSION SERVICES4 years Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 76-0772781 | Advisory (Plan) | $44,426 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,899 |
21 funds of $250K or more; 20 lines in all, holding $45.0M of the plan's $45.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $34.2M | 75.9% |
| Principal Stable Value Institutional Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.6M | 5.7% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $1.9M | 4.3% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $1.1M | 2.4% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $688K | 1.5% |
| Goldman Sachs Large Cap Growth Insights Fund Investor Shares Goldman Sachs · Mutual fund | $655K | 1.5% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $606K | 1.3% |
| JPMorgan U.S. Value Fund Class R5 JPMorgan · Mutual fund | $503K | 1.1% |
| Principal SmallCap Value II Separate Account Principal · Separate account Recordkeeper's own fund | $489K | 1.1% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $478K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.