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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,237 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,413 |
23 funds of $250K or more; 21 lines in all, holding $63.1M of the plan's $62.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $37.8M | 59.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.4M | 11.7% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $2.1M | 3.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 3.1% |
| Galliard Stable Return E Allspring · Collective trust | $1.9M | 3.1% |
| Winslow Large Cap Growth CIT; Class CT N/R TIAA (Nuveen) · Collective trust | $1.8M | 2.8% |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price · Mutual fund | $1.7M | 2.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.4M | 2.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 2.1% |
| BlackRock Eq Dividend I Fund BlackRock · Mutual fund | $1.3M | 2.1% |
Added 2 funds, dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustNyli Winslow Large Cap Growth Fund Class I to Winslow Large Cap Growth CIT; Class CT N/R | $2.2M to $1.8M |
| AddedMFS International Equity CIT Class CT | $2.1M |
| DroppedGreat Gray GreatGray Trust Euro Growth CT | $1.8M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.