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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC7 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $34,941 |
PRINCIPAL FINANCIAL GROUP8+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $32,499 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS, INC. Service code 13 · EIN 45-4012897 | Contract Administrator | $6,808 |
MAXUS PLAN SOLUTIONS8+ years Service code 13 | Contract Administrator | $5,119 |
12 funds of $250K or more; 15 lines in all, holding $9.8M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.9M | 19.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 14.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 12.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.0M | 10.7% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.0M | 10.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $851K | 8.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $488K | 5.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $410K | 4.2% |
| Principal Small-Cap Value II Separate Account Principal · Insurance contract Recordkeeper's own fund | $324K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $319K | 3.3% |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.