Filings through .
Filed February 10, 2003
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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,131 |
16 funds of $250K or more; 18 lines in all, holding $28.8M of the plan's $29.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $9.7M | 33.6% |
| T. Rowe Price Associates, Inc. T. Rowe Price · Mutual fund | $6.6M | 23.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 13.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.3M | 8.0% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.5M | 5.1% |
| T. Rowe Price Balanced I Fund T. Rowe Price · Mutual fund | $1.2M | 4.2% |
| Clearbridge Intl Grwth I FD Franklin Templeton · Other | $1.1M | 3.8% |
| Guaranteed Investment Contract Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.1M | 3.7% |
| American Funds Bond Fd Am R6 Capital Group · Mutual fund | $527K | 1.8% |
| Blue Chip Fund R-6 Principal · Mutual fund Recordkeeper's own fund | $210K | 0.7% |
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.
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.