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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $18,392 |
Filed as: RETIREMENT PLAN SOLUTIONS LLC Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $16,146 |
CHARTIER'S CENTER1 year Service code 10 · EIN 25-1203882 | Accounting | $12,500 |
MAHER DUESSEL1 year Filed as: MAHER DUESSEL, CPAS Service code 10 · EIN 25-1622758 | Accounting | $12,500 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $10,209 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $2,673 |
9 funds of $250K or more; 28 lines in all, holding $8.7M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.3M | 15.4% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.2M | 14.0% |
| Mutual of America: Separate Account 2 Mutual of America · Separate account | $1.1M | 12.5% |
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract | $840K | 9.6% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $802K | 9.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $652K | 7.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $509K | 5.8% |
| American Mutual Fund Manager not matched · Mutual fund | $416K | 4.8% |
| High Yield Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $219K | 2.5% |
| Growth Account TIAA (Nuveen) · Mutual fund | $215K | 2.5% |
Added 2 funds, dropped 2 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $813K to $509K |
| Target-date switchVanguard Target Retirement 2030 Fund Investor Shares to Nuveen Lifecycle Index 2025 Fund Class R6 | $342K to $802K |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $652K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.