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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 | $24,482 |
FMN CAPITAL CORPORATION5 years Filed as: FMN CAPITAL CORP Service code 49 · EIN 33-0649400 | Other Services | $6,912 |
9 funds of $250K or more; 17 lines in all, holding $14.4M of the plan's $15.1M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal SAM Balanced Separate Account Principal · Separate account Recordkeeper's own fund | $5.7M | 39.7% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $4.4M | 30.3% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $749K | 5.2% |
| Principal Large Cap Growth I Principal · Separate account Recordkeeper's own fund | $447K | 3.1% |
| Principal SmallCap Growth I Separate Account Principal · Separate account Recordkeeper's own fund | $440K | 3.1% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $396K | 2.7% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $387K | 2.7% |
| Principal MidCap Growth Principal · Separate account Recordkeeper's own fund | $350K | 2.4% |
| Principal SAM Conservative Balanced Separate Account Principal · Separate account Recordkeeper's own fund | $323K | 2.2% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $242K | 1.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.