Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $475,055 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $79,914 |
27 funds of $250K or more; 17 lines in all, holding $242M of the plan's $252M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $141M | 58.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $20.2M | 8.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $15.5M | 6.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $10.8M | 4.4% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $10.6M | 4.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $9.2M | 3.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.0M | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.9M | 2.0% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $4.5M | 1.9% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $4.3M | 1.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Balanced Fund Class R-6 | $3.3M |
| DroppedRegistered American AM FDS BD FD OF AM R6 FD | $2.0M |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.