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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $20,867 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 15 · EIN 71-0294708 | Recordkeeping | $17,238 |
ANCHOR POINT FINANCIAL1 year Service code 27 · EIN 33-1941117 | Advisory (Plan) | $6,021 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $3,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
6 funds of $250K or more; 14 lines in all, holding $4.2M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Principal LifeTime, collective trust, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 8 vintages | $3.6M | 86.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $346K | 8.2% |
| Voya Gv Money Market Fund Voya · Money market Recordkeeper's own fund | $124K | 3.0% |
| Registered Investment Company Fidelity Total Int Index Fidelity (FMR) · Mutual fund Index | $46K | 1.1% |
| Borrower, Lessor, or Similar Manager not matched · Other | $29K | 0.7% |
| Pooled separate accounts Principal Mid Cap S&P 400 Index Principal · Separate account Index | $23K | 0.6% |
| » - Principal SmCap S&P 600 Index Pooled Separate Accounts Principal · Separate account Index | $12K | 0.3% |
| American Registered Investment Company AF NewWorld Fd Capital Group · Mutual fund | $4K | <0.1% |
| American Funds Nw Prspctv Capital Group · Separate account | $2K | <0.1% |
| Principal GL Real Est Sec Pooled Separate Accounts Principal · Separate account | $1K | <0.1% |
Likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVoya Index Solution 2045 Portfolio to Principal LifeTime 2045 Trust | $1.1M to $3.6M |
| ReplacedHighVanguard 500 Index to Fidelity 500 Index Fund | $323K to $346K |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.