Filings through .
Filed March 10, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $50,271 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $45,310 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
22 funds of $250K or more; 19 lines in all, holding $44.6M of the plan's $45.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $18.3M | 41.1% |
| JPMorgan Growth Advantage Fund Class R4 JPMorgan · Mutual fund | $9.0M | 20.2% |
| Prin LgCp S&P 500 Index Inst Fd Principal · Mutual fund IndexRecordkeeper's own fund | $4.6M | 10.3% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $2.4M | 5.4% |
| Registered American Am Funds Am Balanced R4 Fund Capital Group · Mutual fund | $1.8M | 4.1% |
| Principal Core Fix Inc Inst Fd Principal · Mutual fund Recordkeeper's own fund | $1.6M | 3.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 3.1% |
| Principal Stable Value Select Principal · Stable value Stable valueRecordkeeper's own fund | $1.1M | 2.5% |
| Victory RS Global Fund Class R6 Victory Capital · Mutual fund | $1.1M | 2.4% |
| Fidelity Advisr Intrnl Gr I Fd Fidelity (FMR) · Mutual fund | $668K | 1.5% |
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.
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.