Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
401K LOGIC11+ years Filed as: 401KLOGIC LLC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $59,857 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $48,991 |
JOHNSON, PETEREK & HOWSE1 year Filed as: JOHMSON, PETEREK & HOWSE Service code 10 · EIN 83-2268776 | Accounting | $16,499 |
13 funds of $250K or more; 30 lines in all, holding $17.9M of the plan's $18.2M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| RetirePilot American Funds 2025 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $3.9M | 21.5% |
| RetirePilot American Funds 2035 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $2.3M | 12.9% |
| RetirePilot American Funds 2040 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $1.8M | 10.3% |
| RetirePilot American Funds 2015 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $1.7M | 9.7% |
| RetirePilot American Funds 2030 Fund R1 Capital Group · Mutual fund Possible retail class R1 | $1.6M | 9.1% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $951K | 5.3% |
| RetirePilot American Funds 2055 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $816K | 4.5% |
| RetirePilot American Funds 2050 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $799K | 4.5% |
| RetirePilot American Funds 2045 Fund Class R1 Capital Group · Mutual fund Possible retail class R1 | $745K | 4.2% |
| RetirePilot American Funds 2010 Fund Class R1 Capital Group · Collective trust | $559K | 3.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedLargeCap S&P 500 Index Fund Institutional Class | $414K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.