Filings through .
Filed December 11, 1990
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 | $80,543 |
Service code 27 · EIN 82-1301701 | Advisory (Plan) | $33,937 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
17 funds hold $16.8M of the plan's $17.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.8M | 28.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.6M | 21.2% |
| THE Hartford Strategic Income Fund Class R6 Hartford Funds · Mutual fund | $1.2M | 6.9% |
| Allspring Core Plus Bond Fund Allspring · Mutual fund | $1.2M | 6.9% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.1M | 6.6% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $1.1M | 6.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $910K | 5.4% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $586K | 3.5% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $566K | 3.4% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $520K | 3.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.