Filings through .
Filed June 15, 2006
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 FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $24,237 |
Filed as: EVERHART FINANCIAL GROUP DBA EVERHA Service code 27 · EIN 31-1440043 | Advisory (Plan) | $13,777 |
4 funds of $250K or more; 12 lines in all, holding $3.3M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.9M | 86.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $145K | 4.4% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $87K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $56K | 1.7% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $40K | 1.2% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 0.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $18K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 0.5% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $15K | 0.4% |
| Goldman Sachs Bond Fund Class R6 Shares Goldman Sachs · Mutual fund | $13K | 0.4% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.