Filings through .
Filed November 9, 2005 (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 GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $53,225 |
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,496 |
16 funds of $250K or more; 28 lines in all, holding $31.7M of the plan's $32.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $23.4M | 73.9% |
| Fully Benefit-Responsive Investment Contracts Principal Principal · Insurance contract Recordkeeper's own fund | $3.3M | 10.3% |
| Vanguard Total Bond Market Index Fund - Adm Shrs Vanguard · Mutual fund Index | $666K | 2.1% |
| American Funds Target Date Capital Group · Separate account Target-date, 1 vintage | $579K | 1.8% |
| Guaranteed Fund Sentry · Insurance contract | $533K | 1.7% |
| Vanguard 500 Index Fund Adm Shrs Vanguard · Mutual fund Index | $480K | 1.5% |
| Vanguard Developed Markets Index Fund - Adm Shrs Vanguard · Mutual fund Index | $323K | 1.0% |
| Vanguard Balanced Index Fund - Adm Shrs Vanguard · Mutual fund Index | $283K | 0.9% |
| MFS International Diversification Fund - R6 Shrs MFS (Sun Life) · Mutual fund | $234K | 0.7% |
| Loomis Sayles Core Plus Bond Fund - N Shrs Natixis IM · Mutual fund | $229K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.