Filings through .
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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 | $13,977 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
15 funds of $250K or more; 18 lines in all, holding $43.2M of the plan's $47.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 7 vintagesRecordkeeper's own fund | $10.2M | 23.5% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8.9M | 20.6% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $5.8M | 13.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.7M | 10.8% |
| Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $4.0M | 9.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $3.2M | 7.5% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.1M | 4.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.4M | 3.4% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.4M | 3.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Mutual fund | $1.2M | 2.9% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedSmallCap S&P 600 Index Fund | $5.6M |
| DroppedEupac Fund Class R-6 | $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.