Filings through .
Filed January 6, 2006
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 | $69,537 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $46,861 |
15 funds hold $13.8M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $10.4M | 75.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $902K | 6.5% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $468K | 3.4% |
| Principal Small-Cap Growth I Separate Account Z Principal · Insurance contract Recordkeeper's own fund | $399K | 2.9% |
| Principal Global Investors - SmallCap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $322K | 2.3% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $275K | 2.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $253K | 1.8% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $236K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $168K | 1.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $122K | 0.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.