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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $34,420 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $30,297 |
25 funds of $250K or more; 32 lines in all, holding $26.7M of the plan's $27.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $4.1M | 15.3% |
| Principal SAM Strategic Growth Sep Acct-Z Pooled Separate Account Principal · Separate account Recordkeeper's own fund | $2.3M | 8.7% |
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $2.1M | 7.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $1.9M | 7.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.9M | 7.1% |
| Principal SAM Balanced Sep Acct-Z Pooled Separate Account Principal · Separate account Recordkeeper's own fund | $1.9M | 6.9% |
| Principal SAM Cons Growth SA-Z Principal · Separate account Recordkeeper's own fund | $1.5M | 5.5% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.5M | 5.5% |
| Principal SmallCap Growth I SA-Z Principal · Separate account Recordkeeper's own fund | $1.4M | 5.1% |
| Prin SAM Conser Bal Sep Acct Z Principal · Separate account Recordkeeper's own fund | $965K | 3.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.