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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $68,678 |
Service code 27 · EIN 42-1577774 | Advisory (Plan) | $34,831 |
Service code 49 · EIN 41-0955056 | Other Services | $7,086 |
10 funds of $250K or more; 27 lines in all, holding $15.7M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $10.8M | 69.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $418K | 2.7% |
| DFA International Value I Fund Dimensional · Mutual fund | $381K | 2.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $359K | 2.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $228K | 1.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $219K | 1.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $211K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 1.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $208K | 1.3% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard International Value Fund Investor Shares to DFA International Value I Fund | $290K to $381K |
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.
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.