Filings through .
Filed April 5, 2010
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 GROUP3 years Filed as: PRINCIPAL Service code 21 510 N VALLEY MILLS DR · WACO, TX 76710 | Bank Trustee | $12,641 |
5 funds of $250K or more; 8 lines in all, holding $2.8M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal/blackrock US Agg Bond Index CIT N BlackRock · Collective trust Index | $1.1M | 38.3% |
| Principal/BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $369K | 13.0% |
| Principal/BlackRock International Equity Index CIT N BlackRock · Collective trust Index | $354K | 12.4% |
| Principal/BlackRock Large Cap Growth Index CIT N BlackRock · Collective trust Index | $282K | 9.9% |
| Principal/blackrock Large Cap Value Index CIT N BlackRock · Collective trust Index | $281K | 9.9% |
| Principal/BlackRock S&P MidCap Index CIT N BlackRock · Collective trust Index | $242K | 8.5% |
| Principal Blackrock Russell 2000 Index CIT N BlackRock · Collective trust Index | $139K | 4.9% |
| Vanguard Emerging Markets Stock Index Fund/ United States Class Admiral Vanguard · Mutual fund Index | $90K | 3.2% |
Added 3 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal/blackrock US Agg Bond Index CIT N | $1.1M |
| AddedPrincipal/BlackRock Large Cap Growth Index CIT N | $282K |
| AddedPrincipal/blackrock Large Cap Value Index CIT N | $281K |
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 |
|---|---|---|
Misty Lam, Ea, Mspa, Maaa Gallagher Benefit Services, Inc. Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.