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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 | $14,862 |
18 funds of $250K or more; 15 lines in all, holding $23.9M of the plan's $24.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $13.6M | 57.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.0M | 12.7% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 4.9% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $911K | 3.8% |
| Principal Fully benefit-responsive Principal · Insurance contract Recordkeeper's own fund | $868K | 3.6% |
| Fixed Annuity Contracts: Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract | $743K | 3.1% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $685K | 2.9% |
| Non-fully benefit-responsive: Tiaa TIAA (Nuveen) · Insurance contract | $553K | 2.3% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $530K | 2.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $429K | 1.8% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.