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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $60,245 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $42,728 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 · EIN 31-1299207 | Contract Administrator | $6,750 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 | Contract Administrator | $6,715 |
14 funds of $250K or more; 15 lines in all, holding $12.7M of the plan's $13.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.1M | 63.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $809K | 6.3% |
| Pooled Separate Accounts Principal International Equity Index Principal · Separate account IndexRecordkeeper's own fund | $660K | 5.2% |
| Columbia Dividend Opportunity Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $585K | 4.6% |
| Registered Investment Companies AllianceBernstein High Income Fund AllianceBernstein · Mutual fund | $491K | 3.9% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $420K | 3.3% |
| LargeCap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $293K | 2.3% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $263K | 2.1% |
| MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $198K | 1.6% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $194K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.