Filings through .
Filed July 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $74,478 |
CETERA FINANCIAL GROUP2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $60,108 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 13 · EIN 46-0570503 | Contract Administrator | $11,612 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION, LLC Service code 13 | Contract Administrator | $7,009 |
18 funds of $250K or more; 23 lines in all, holding $19.0M of the plan's $19.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $3.6M | 19.1% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.8M | 9.6% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.8M | 9.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.7M | 8.9% |
| Vanguard L-T Treasury Adm Fd Vanguard · Mutual fund | $1.7M | 8.8% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $1.2M | 6.3% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $910K | 4.8% |
| International Equity Index Fund R-6 Principal · Mutual fund Recordkeeper's own fund | $902K | 4.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $793K | 4.2% |
| Pgim Shrt Drtn Hi Yld Inc R6 Prudential (PGIM) · Mutual fund | $791K | 4.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.