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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 | $124,777 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $31,383 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
31 funds of $250K or more; 26 lines in all, holding $125M of the plan's $128M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap S&P 500 Index Separate Account M+ Manager not matched · Separate account Index | $29.7M | 23.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $17.8M | 14.2% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $11.5M | 9.2% |
| State Street World Development ex-U.S. Index SLS State Street (SSgA) · Mutual fund Index | $9.8M | 7.8% |
| State Street U.S. Bond Index SL CL XIV State Street (SSgA) · Collective trust Index | $7.8M | 6.2% |
| Mid-Cap S&P 400 Index Separate Account M+ Manager not matched · Separate account Index | $5.7M | 4.6% |
| Stable Value Fixed Income CIT Class 1 Manager not matched · Stable value Stable value | $5.4M | 4.3% |
| State Street Global Adv Trust CO State Street (SSgA) · Collective trust Index | $5.4M | 4.3% |
| Principal Small-Cap S&P 600 Index Separate Account M Principal · Insurance contract IndexRecordkeeper's own fund | $5.1M | 4.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $4.0M | 3.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.