Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $28,903 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $28,902 |
3 funds of $250K or more; 9 lines in all, holding $43.2M of the plan's $44.7M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Acme Mechanical Contractors of Virginia, Inc Manager not matched · Insurance contract | $36.6M | 84.7% |
| Principal Global Investors, LLC Principal · Mutual fund Recordkeeper's own fund | $5.8M | 13.5% |
| Money Market Mutual Fund Manager not matched · Money market | $448K | 1.0% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $149K | 0.3% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $46K | 0.1% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 0.1% |
| FullerThaler Behavioral Small-Cap Equity Fund Westwood · Mutual fund | $38K | <0.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $26K | <0.1% |
| Fidelity Advisor Limited Term Bond Fund Fidelity (FMR) · Mutual fund | $12K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.