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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 | $102,747 |
Service code 26 · EIN 84-1603477 | Advisory (Participants) | $18,099 |
Service code 26 · EIN 34-1913859 | Advisory (Participants) | $7,661 |
Filed as: PALISADE ASSET MGMT LLC Service code 26 · EIN 27-0125285 | Advisory (Participants) | $5,326 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 45 lines in all, holding $152M of the plan's $172M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nyli Winslow Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund | $24.6M | 16.2% |
| Prin/BR N/R Principal · Collective trust Recordkeeper's own fund | $23.1M | 15.2% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $22.9M | 15.1% |
| Fidelity Adv Div Intl I Fund Fidelity (FMR) · Mutual fund | $10.4M | 6.9% |
| Prin/BR S&P Mid Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $8.5M | 5.6% |
| S&P 500 Index CIT N SEI Trust Company Principal · Collective trust IndexRecordkeeper's own fund | $8.5M | 5.6% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $6.1M | 4.0% |
| S&P Mid Index CIT N SEI Trust Company MFS (Sun Life) · Collective trust Index | $5.7M | 3.7% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $5.7M | 3.7% |
| Principal Life Insurance Company Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $5.6M | 3.7% |
Added 6 funds, dropped 5 funds, likely replaced 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNyli Winslow Large Cap Growth Fund Class I | $24.6M |
| ReplacedHighMainStay Winslow LgCap Gr I Fd to Prin/BR S&P 500 Index CIT N | $24.2M to $22.9M |
| AddedPrin/BR S&P Mid Index CIT N | $8.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.