Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $11,036 |
13 funds of $250K or more; 11 lines in all, holding $10.7M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.4M | 78.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $709K | 6.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $597K | 5.6% |
| BlackRock iShs Russ 2000 SC Index K Fund BlackRock · Mutual fund Index | $320K | 3.0% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $314K | 2.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $115K | 1.1% |
| BlackRock iShs Russ Md-Cp Index K Fund BlackRock · Mutual fund Index | $101K | 0.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $85K | 0.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $62K | 0.6% |
| Invesco Stable Value Trust Cls B1 Invesco · Stable value Stable value | $38K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.