Filings through .
Filed March 22, 2015
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 GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $34,201 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,699 |
15 funds of $250K or more; 16 lines in all, holding $14.4M of the plan's $17.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $10.6M | 73.8% |
| American Funds Growth Fund Am R6 Capital Group · Mutual fund | $652K | 4.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $543K | 3.8% |
| AB Small Cap Grwth Port Z Fd AllianceBernstein · Other | $442K | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $379K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $349K | 2.4% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $328K | 2.3% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $303K | 2.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $218K | 1.5% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $208K | 1.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.