Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC8 years Filed as: RPA FINANCIAL, LLC Service code 17 · EIN 83-1143379 | Pension Consulting | $83,425 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $42,297 |
WINDES, INC.3 years Service code 49 · EIN 95-3001179 | Other Services | $13,000 |
20 funds of $250K or more; 16 lines in all, holding $25.2M of the plan's $25.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $5.0M | 20.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 13.8% |
| MFS Intl Diversification R6Fd MFS (Sun Life) · Mutual fund | $3.1M | 12.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 10.3% |
| Stable Value Collective Principal Stable ValueZ Fund + Principal · Stable value Stable valueRecordkeeper's own fund | $2.4M | 9.5% |
| JPMorgan Large Cap Gr R6Fd JPMorgan · Mutual fund | $1.9M | 7.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $1.0M | 4.1% |
| FidelityUS Bond Index Fund Manager not matched · Mutual fund Index | $919K | 3.7% |
| Prin SmallCap Value II SA-I2 Principal · Separate account Recordkeeper's own fund | $905K | 3.6% |
| PIMCO Income InstitutionalFd PIMCO (Allianz) · Mutual fund | $858K | 3.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity U.S. Bond Index Fund | $1.0M |
| AddedFidelityUS Bond Index Fund | $919K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.