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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,377 |
18 funds of $250K or more; 16 lines in all, holding $23.1M of the plan's $23.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $11.0M | 47.5% |
| Nyli Winslow Large Cap Growth Fund Class R1 TIAA (Nuveen) · Mutual fund Possible retail class R1 | $3.7M | 16.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 8.7% |
| Am Fds EuroPacific Grth R4 Fd Capital Group · Mutual fund | $1.2M | 5.1% |
| Fidelity Adv Total Bond I Fund Fidelity (FMR) · Mutual fund | $961K | 4.2% |
| Morley Stable Value I Fund Principal · Insurance contract Recordkeeper's own fund | $855K | 3.7% |
| JPMorgan Equity Income Fund Class R4 JPMorgan · Mutual fund | $810K | 3.5% |
| Carillon Eagle MidCapGwth I Fd Raymond James · Mutual fund | $667K | 2.9% |
| JPMorgan Mid Cap Value I Fund JPMorgan · Mutual fund | $492K | 2.1% |
| Harbor Small Cap Growth Fund Institutional Class Harbor Capital · Mutual fund | $416K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.