Filings through .
Filed January 1, 2012
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,913 |
STONEBRIDGE2 years Filed as: STONEBRIDGE FINANCIAL GROUP, LLC Service code 27 · EIN 46-1727685 | Advisory (Plan) | $32,164 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 49 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Other Services | $6,318 |
11 funds of $250K or more; 18 lines in all, holding $14.4M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $11.7M | 80.9% |
| Retirement R6 Fund Capital Research & Mgt Co Manager not matched · Mutual fund | $1.0M | 7.0% |
| Principal Fixed Income Option Fund Principal · Insurance contract Recordkeeper's own fund | $568K | 3.9% |
| Principal LargeCap S&P 500 Index Fund, N/R Principal · Mutual fund IndexRecordkeeper's own fund | $179K | 1.2% |
| Massachusetts Financial Svc Co MFS Value R6 Fund MFS (Sun Life) · Mutual fund | $147K | 1.0% |
| Principal Global Investors Blue Chip R6 Fund Principal · Mutual fund Recordkeeper's own fund | $117K | 0.8% |
| Delaware Small Cap Value Class R6 N/R Macquarie / Nomura · Mutual fund | $110K | 0.8% |
| MFS Investment Management MFS Mid Cap Value R6 Fund MFS (Sun Life) · Mutual fund | $97K | 0.7% |
| Principal Mid Cap S&P 400 Index R6 N/R Principal · Mutual fund IndexRecordkeeper's own fund | $93K | 0.6% |
| Principal Small Cap S&P 600 Index R6 N/R Principal · Mutual fund IndexRecordkeeper's own fund | $90K | 0.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRetirement R6 Fund Capital Research & Mgt Co | $1.0M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.