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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $93,535 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $23,322 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,865 |
21 funds of $250K or more; 15 lines in all, holding $21.4M of the plan's $25.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.1M | 28.5% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $4.0M | 18.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.4M | 11.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 7.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 6.8% |
| Thornburg International Equity Fund - Class R6 Thornburg · Mutual fund | $1.2M | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $872K | 4.1% |
| Victory RS Global Y Fund Victory Capital · Mutual fund | $807K | 3.8% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund | $743K | 3.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $631K | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.