Filings through .
Filed August 14, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $20,324 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $14,381 |
CORRELL CO.8 years Service code 13 · EIN 36-3492086 | Contract Administrator | $5,002 |
CORRELL CO.10+ years Filed as: CORRELL CO Service code 13 | Contract Administrator | $1,345 |
3 funds of $250K or more; 2 lines in all, holding $2.7M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $2.6M | 95.5% |
| Inflation Protected Fund Lord Abbett · Mutual fund Possible retail class R3 | $122K | 4.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.