Filings through .
Filed September 22, 1992 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $256,258 |
TFO-TDC, LLC1 year Filed as: TFO TDC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $118,024 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 33-1498605 | Accounting | $20,702 |
30 funds of $250K or more; 20 lines in all, holding $174M of the plan's $178M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $71.2M | 40.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $19.8M | 11.4% |
| Principal Stable Value Fund Class Z Principal · Stable value Stable valueRecordkeeper's own fund | $17.3M | 9.9% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $11.1M | 6.4% |
| Principal MidCap Separate Account - Z Principal · Separate account Recordkeeper's own fund | $10.5M | 6.0% |
| Principal Small Cap S&P 600 Index Account Class Z Principal · Collective trust IndexRecordkeeper's own fund | $6.5M | 3.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 3.1% |
| DFA International Core Equity I Fund Dimensional · Mutual fund | $5.3M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 2.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 2.4% |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Benteler Automotive Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
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.