Filings through .
Filed January 23, 2017 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $114,703 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,312 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $35,883 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $18,484 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
26 funds of $250K or more; 20 lines in all, holding $37.7M of the plan's $40.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $19.7M | 52.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 8.1% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $2.4M | 6.3% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.6M | 4.3% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $1.6M | 4.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.1% |
| Principal Midcap Fund CL R6 Principal · Mutual fund Recordkeeper's own fund | $1.1M | 2.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.8% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $1.0M | 2.7% |
| Principal Life Insurance Company Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $918K | 2.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPgim Investments Pgim Jennison MD CP GTH R6 FD | $1.2M |
| AddedPrincipal Midcap Fund CL R6 | $1.1M |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.