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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $10,996 |
7 funds of $250K or more; 13 lines in all, holding $5.5M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Core fix Inc Sep Acct R4 Principal · Insurance contract Recordkeeper's own fund | $1.9M | 34.8% |
| Principal Bond Market Index Sep Acct R4 Principal · Insurance contract IndexRecordkeeper's own fund | $641K | 11.6% |
| Principal Diversified Intl Sep Acct R4 Principal · Insurance contract Recordkeeper's own fund | $528K | 9.5% |
| Principal Large Cap S&P 500 Index SA-R4 Principal · Insurance contract IndexRecordkeeper's own fund | $471K | 8.5% |
| Principal U.S. Property Separate Acct R4 Principal · Insurance contract Recordkeeper's own fund | $382K | 6.9% |
| Principal Large Cap Growth I Sep Acct R4 Principal · Insurance contract Recordkeeper's own fund | $349K | 6.3% |
| Prin Equity Income SA-R6 Principal · Insurance contract Recordkeeper's own fund | $345K | 6.2% |
| Principal High Yield Sep Acct R4 Principal · Insurance contract Recordkeeper's own fund | $224K | 4.1% |
| Principal Overseas Sep Acct R4 Principal · Insurance contract Recordkeeper's own fund | $187K | 3.4% |
| Principal Midcap Separate Account R4 Principal · Insurance contract Recordkeeper's own fund | $156K | 2.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPooled Separate Accounts Princ | $1.9M |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Susan N. Mason Principal Financial Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.