Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $59,135 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $37,407 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 | Other Services | $21,111 |
Filed as: MML INSURANCE COMPANY Service code 49 · EIN 04-3109325 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
11 funds of $250K or more; 29 lines in all, holding $5.7M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| RetPilot Ameri Fds 2030 Cl R1 Manager not matched · Other | $871K | 15.3% |
| RetPilot Ameri Fds 2050 Cl R1 Manager not matched · Other | $751K | 13.2% |
| RetPilot Ameri Fds 2045 Cl R1 Manager not matched · Other | $734K | 12.9% |
| RetPilot Ameri Fds 2035 Cl R1 Manager not matched · Other | $461K | 8.1% |
| RetPilot Ameri Fds 2025 Cl R1 Manager not matched · Other | $418K | 7.3% |
| RetPilot Ameri Fds 2040 Cl R1 Manager not matched · Other | $415K | 7.3% |
| RetPilot Ameri Fds 2060 Cl R1 Manager not matched · Other | $405K | 7.1% |
| RetPilot Ameri Fds 2055 Cl R1 Manager not matched · Other | $395K | 6.9% |
| Principal Lgcap S&P 500 Index Sep Acct Principal · Collective trust IndexRecordkeeper's own fund | $310K | 5.4% |
| Legg Mason BrandywineGLBL High Yld IS Fd Franklin Templeton · Mutual fund | $298K | 5.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.