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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,214 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
9 funds of $250K or more; 19 lines in all, holding $11.3M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Large Cap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $4.2M | 37.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.4M | 12.4% |
| State Street World Developed US Index Fund State Street (SSgA) · Mutual fund Index | $1.3M | 11.6% |
| State Street U.S. Bond Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $941K | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $818K | 7.2% |
| MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $770K | 6.8% |
| State Street Emerging Markets Equity Index Fund State Street (SSgA) · Mutual fund Index | $728K | 6.4% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $679K | 6.0% |
| New World Fund Inc Capital Group · Mutual fund | $149K | 1.3% |
| Dimensional Fund Advisor DFA Inflation Protected Securities Dimensional · Mutual fund | $64K | 0.6% |
Added 6 funds, dropped 6 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal Large Cap S&P 500 Index Fund | $4.2M |
| AddedVanguard Target Retirement 2035 Fund Investor Shares | $1.4M |
| ReplacedHighMid Cap Index Fund to MidCap S&P 400 Index Fund | $1.3M to $770K |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.