Filings through .
Filed March 13, 2003
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3226180 | Advisory (Plan) | $45,842 |
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $37,017 |
11 funds of $250K or more; 12 lines in all, holding $23.8M of the plan's $31.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $7.7M | 32.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 14.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 11.4% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.4M | 10.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.6M | 6.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 5.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 5.1% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $1.2M | 4.8% |
| Undisc Mgrs Behav Value R6 Fd JPMorgan · Mutual fund | $1.0M | 4.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $531K | 2.2% |
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $2.6M to $3.5M |
| DroppedRegistered BlackRock iShs US Agg Bond Index K Fund | $3.0M |
| AddedFidelity International Index Fund | $1.2M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.