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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $83,599 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 13 | Contract Administrator | $32,148 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE AVENUE WEALTH PLANNERS LLC Service code 27 | Advisory (Plan) | $28,663 |
Service code 10 · EIN 51-0232399 | Accounting | $11,000 |
Service code 27 · EIN 45-4585852 1831 DELAWARE AVENUE · WILMINGTON, DE 19806 | Advisory (Plan) | $0 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 13 · EIN 27-0172384 3411 SILVERSIDE RD STE 201 · WILMINGTON, DE 19803 | Contract Administrator | $0 |
7 funds of $250K or more; 30 lines in all, holding $11.1M of the plan's $11.0M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH Index Moderate 2045 Fund Manager not matched · Collective trust Index | $3.3M | 29.6% |
| flexPATH Index Moderate 2035 Fund Manager not matched · Collective trust Index | $1.9M | 17.1% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $1.7M | 15.3% |
| flexPATH Index Moderate 2055 Fund Manager not matched · Collective trust Index | $1.1M | 9.7% |
| Principal Large Cap S&P 500 Separate Account Principal · Separate account IndexRecordkeeper's own fund | $597K | 5.4% |
| flexPATH Index Aggressive 2045 Fund Manager not matched · Collective trust Index | $463K | 4.2% |
| flexPATH Index Moderate 2065 Fund Manager not matched · Collective trust Index | $424K | 3.8% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $241K | 2.2% |
| flexPATH Index Aggressive 2055 Fund Manager not matched · Collective trust Index | $174K | 1.6% |
| Collateral, Value Cost Value American Manager not matched · Other | $160K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.