Filings through .
Filed December 11, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $109,180 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $40,827 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
25 funds of $250K or more; 16 lines in all, holding $53.1M of the plan's $53.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $23.7M | 44.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.9M | 18.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 4.6% |
| Capital Group Eupac E Separate Account E1 Capital Group · Separate account | $2.3M | 4.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 4.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.1M | 3.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 3.4% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $1.7M | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 3.2% |
| Pooled Separate Accounts Principal Partners Small Capital Growth I Separate Account Principal · Separate account Recordkeeper's own fund | $1.5M | 2.9% |
Added 3 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveAm Fds EuroPacific Grth R6 Fd to Capital Group Eupac E Separate Account E1mutual fund to separate account | $1.9M to $2.3M |
| AddedPooled Separate Accounts Principal Partners Small Capital Growth I Separate Account | $1.5M |
| AddedShort-Term Income Sep Acct | $708K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.