Filings through .
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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 | $50,267 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-8601187 | Advisory (Plan) | $33,000 |
HUNGERFORD CPAS + ADVISO1 year Service code 10 · EIN 38-2184825 | Accounting | $12,950 |
25 funds of $250K or more; 15 lines in all, holding $58.8M of the plan's $63.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $22.5M | 38.4% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $7.5M | 12.8% |
| Harbor Capital App Ret Fund Harbor Capital · Mutual fund | $5.8M | 9.9% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $4.5M | 7.6% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $4.2M | 7.2% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $2.7M | 4.6% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $2.7M | 4.6% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.0M | 3.5% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.8M | 3.1% |
| Prin Real Estate Secs SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.4M | 2.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.