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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $41,015 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,922 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
9 funds of $250K or more; 12 lines in all, holding $5.3M of the plan's $6.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.2M | 23.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $804K | 15.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $596K | 11.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $580K | 10.9% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $545K | 10.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $431K | 8.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $425K | 8.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $257K | 4.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $204K | 3.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $122K | 2.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Developed Markets Index Fund Investor Shares to Vanguard Developed Markets Index Fund Admiral Shares | $414K to $580K |
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.
The auditor signed off without reservation. This is the cleanest opinion.