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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,036 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,445 |
10 funds of $250K or more; 16 lines in all, holding $8.6M of the plan's $8.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $5.3M | 61.5% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $601K | 7.0% |
| rate of interest, collateral, par or maturity value. Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $528K | 6.1% |
| JP Morgan US Res En Eq R6 Fd JPMorgan · Mutual fund | $359K | 4.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $336K | 3.9% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $331K | 3.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $229K | 2.6% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $179K | 2.1% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $169K | 2.0% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $143K | 1.7% |
Covers 60,908 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.