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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $68,848 |
SANCTUARY ADVISORS, LLC3 years Service code 27 · EIN 47-3162022 | Advisory (Plan) | $29,407 |
14 funds of $250K or more; 21 lines in all, holding $11.7M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.0M | 51.2% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $1.1M | 9.2% |
| Blackrock 80/20 Target Allocation Fund Class K BlackRock · Mutual fund | $752K | 6.4% |
| Principal Life Insurance Company Blue Chip Separate Account Principal · Insurance contract Recordkeeper's own fund | $700K | 6.0% |
| Blackrock 60/40 Target Allocation Fund Class K BlackRock · Mutual fund | $545K | 4.7% |
| DFA Int’l Small Company I Fd Dimensional · Mutual fund | $491K | 4.2% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $400K | 3.4% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $353K | 3.0% |
| Principal Short-Term Income Separate Account Principal · Separate account Recordkeeper's own fund | $241K | 2.1% |
| Principal Government & HQ Bond Separate Account Principal · Separate account Recordkeeper's own fund | $212K | 1.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.