Filings through .
Filed November 28, 2001 (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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $13,998 |
18 funds of $250K or more; 24 lines in all, holding $26.6M of the plan's $28.0M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Contract Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $4.3M | 16.2% |
| Overseas Separate Account-Z Principal Global Investors - Principal Core Principal · Separate account Recordkeeper's own fund | $2.9M | 10.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $2.6M | 9.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $1.9M | 7.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.9M | 7.2% |
| Ultra Fund American Century · Mutual fund | $1.9M | 7.2% |
| Causeway / Barrow Hanley - Principal Causeway Capital · Separate account | $1.8M | 6.6% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $1.4M | 5.3% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $1.2M | 4.6% |
| Vanguard Mid-Cap Growth Index Fund/Open-end Vanguard · Mutual fund Index | $1.1M | 4.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.