Filings through .
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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 $11.4M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Intermediate Duration Sep. Acct-Z Principal · Insurance contract Recordkeeper's own fund | $3.9M | 34.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 31.9% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $2.4M | 21.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $511K | 4.5% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $502K | 4.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $338K | 3.0% |
| Prin Liquid Assets Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $106K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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 |
|---|---|---|
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.