Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $194,146 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $41,987 |
39 funds of $250K or more; 28 lines in all, holding $252M of the plan's $253M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $31.6M | 12.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $30.3M | 12.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $24.8M | 9.9% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $21.6M | 8.6% |
| Great Gray Core Plus Bond Fund Class I1 Manager not matched · Collective trust | $21.4M | 8.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $19.2M | 7.6% |
| Great Gray Large-Cap Value Fund Cl I1 Manager not matched · Collective trust | $18.9M | 7.5% |
| Principal Diversified International Separate Account Principal · Separate account Recordkeeper's own fund | $16.1M | 6.4% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $11.6M | 4.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $9.1M | 3.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDFA Int’l Small Company I Fd | $1.2M |
| DroppedInvesco Intl SM Mid Cap B1 | $1.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.