Filings through .
Filed December 29, 1992
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.
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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 | $54,314 |
Service code 15 · EIN 46-5378846 | Recordkeeping | $42,421 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
28 funds of $250K or more; 21 lines in all, holding $69.3M of the plan's $72.0M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $34.0M | 49.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.9M | 14.2% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 8.5% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.1M | 4.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 4.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 3.9% |
| Hartford Dvdnd and Grwth R6 Fd Hartford Funds · Mutual fund | $2.3M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.0% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $1.3M | 1.8% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $1.1M | 1.5% |
Added 5 funds, dropped 4 funds, likely replaced 3 funds. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustT. Rowe Price Retirement 2030 Fund-I Class to T. Rowe Price Retirement Blend 2035 Trust | $27.3M to $34.0M |
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $8.6M to $9.9M |
| AddedVanguard Developed Markets Index Fund Admiral Shares | $2.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.