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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,886 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $9,047 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $8,003 |
7 funds of $250K or more; 26 lines in all, holding $7.3M of the plan's $7.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $3.3M | 45.8% |
| New Insights M Fund Fidelity (FMR) · Mutual fund | $1.4M | 18.8% |
| Invesco Dev Mark R Fund Invesco · Mutual fund | $304K | 4.2% |
| Principal Stable Value Sig Fd Principal · Insurance contract Recordkeeper's own fund | $302K | 4.2% |
| American Funds American Mutual Fund R3 Capital Group · Mutual fund Possible retail class R3 | $230K | 3.2% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $186K | 2.6% |
| American Funds Fdmntl Inv R3 Capital Group · Mutual fund | $185K | 2.5% |
| SmallCap S&P 600 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $171K | 2.3% |
| Janus Henderson Janus Henderson · Mutual fund | $149K | 2.1% |
| Franklin Sm Cap Growth R Fd Franklin Templeton · Mutual fund | $148K | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.