Filings through .
Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK10+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $72,486 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $38,413 |
WATKINS ROSS1 year Filed as: WATKINS, ROSS & CO Service code 11 · EIN 38-1477362 | Actuarial | $925 |
3 funds hold $24.6M of the plan's $37.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LDI Corp 5-15 Fund Principal · Mutual fund Recordkeeper's own fund | $12.4M | 50.6% |
| Prin LDI Corp 15-25 Fund Principal · Mutual fund Recordkeeper's own fund | $7.3M | 29.6% |
| Vanguard Total World Stock Inx Vanguard · Mutual fund | $4.9M | 19.9% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Troy A. Schnabel Watkins Ross Schedule SB | Schedule SB | Pro |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.