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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $117,249 |
ACCELERATE RETIREMENT1+ years Service code 27 · EIN 92-2678185 | Advisory (Plan) | $73,263 |
CROSSPLANS1+ years Service code 49 · EIN 20-4536537 | Other Services | $15,675 |
26 funds of $250K or more; 27 lines in all, holding $36.4M of the plan's $38.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $16.2M | 44.4% |
| Fidelity Advisor Asset Manager 70% Z Fund Fidelity (FMR) · Mutual fund | $4.5M | 12.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 9.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.6M | 7.1% |
| Fidelity Advisor Asset Manager 85% Z Fund Fidelity (FMR) · Mutual fund | $1.5M | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 3.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $705K | 1.9% |
| Fidelity Advisor Asset Manager 40% Z Fund Fidelity (FMR) · Mutual fund | $665K | 1.8% |
| Fidelity Advisor Asset Manager 20% Z Fund Fidelity (FMR) · Mutual fund | $645K | 1.8% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $482K | 1.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.