Filings through .
Filed January 4, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $34,424 |
VRAKAS S.C.3 years Filed as: VRAKAS Service code 10 · EIN 39-1453055 | Accounting | $11,500 |
BAIRD INSURANCE SERVICES INC9 years Service code 49 · EIN 39-1236032 | Other Services | $7,885 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 30 lines in all, holding $10.8M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $5.4M | 50.1% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $844K | 7.8% |
| Principal Fixed Income Guaranteed Principal · Insurance contract Recordkeeper's own fund | $733K | 6.8% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $723K | 6.7% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $516K | 4.8% |
| New Perspective Fund Capital Group · Mutual fund | $362K | 3.4% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $267K | 2.5% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $215K | 2.0% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $193K | 1.8% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $175K | 1.6% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Changed share class on 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveCommon/Collective Trust Principal G to Principal LargeCap S&P 500 Index Separate Accountcollective trust to separate account | $960K to $844K |
| Share class changeVanguard Growth Index Fund Admiral Shares to Vanguard Growth Index Fund Investor Shares | $414K to $723K |
| Share class changeVanguard Value Index Fund Admiral Shares to Vanguard Value Index Fund Investor Shares | $458K to $516K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.