Filings through .
Filed September 14, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $89,135 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,221 |
18 funds of $250K or more; 12 lines in all, holding $25.4M of the plan's $27.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $16.1M | 63.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 10.8% |
| Great Gray Stable Value II I1 Fund Manager not matched · Insurance contract | $1.8M | 7.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.7% |
| Harbor Capital Appreciation Instl Harbor Capital · Other | $1.0M | 4.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $679K | 2.7% |
| Great Gray Large Cap Value I1 Fund Manager not matched · Mutual fund | $468K | 1.8% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $446K | 1.8% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $278K | 1.1% |
| Pioneer Strategic Income Y Victory Capital · Other | $256K | 1.0% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.