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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $77,900 |
Service code 27 · EIN 55-2111721 | Advisory (Plan) | $71,457 |
6 funds of $250K or more; 7 lines in all, holding $11.2M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Short Duration SA-Z Principal · Insurance contract Recordkeeper's own fund | $3.7M | 32.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 30.8% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $2.1M | 18.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $806K | 7.2% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $701K | 6.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $357K | 3.2% |
| Prin Liquid Assets Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $133K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Steward Sainvil Principal Financial Group Schedule SB | Schedule SB | Pro |
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.
The auditor signed off without reservation. This is the cleanest opinion.