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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,104 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,427 |
15 funds of $250K or more; 21 lines in all, holding $16.3M of the plan's $17.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $10.7M | 65.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.5M | 9.2% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $880K | 5.4% |
| Mid Cap Growth II Class I1 FD Great Gray · Collective trust | $386K | 2.4% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $383K | 2.3% |
| Common/Collective Trust Principal Global Investors Trust Co Principal · Stable value Stable valueRecordkeeper's own fund | $381K | 2.3% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $278K | 1.7% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $270K | 1.7% |
| Great Gray Large Cap Value II I1 Fund Great Gray · Collective trust | $222K | 1.4% |
| Common/Collective Trust Great Gray Trust Company Great Gray · Collective trust | $201K | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.