Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $15,886 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 19 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Securities Custodian | $0 |
MASSACHUSETTS FINANCIAL SERVICES CO11+ years Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON MANAGEMENT7 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
16 funds of $250K or more; 8 lines in all, holding $13.4M of the plan's $14.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, collective trust, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $5.8M | 43.6% |
| SSgA S&P 500 Index Security Lend Series II State Street (SSgA) · Collective trust Index | $3.3M | 24.5% |
| ABC Stable Value Fund Manager not matched · Stable value Stable value | $1.8M | 13.3% |
| State Street Russell Small/Mid Cap Index Fund - Class II State Street (SSgA) · Collective trust Index | $649K | 4.9% |
| Wellington Trust Company Small Cap Opportunity Portfolio Wellington · Collective trust | $547K | 4.1% |
| SSgA US Bond Index Security Lend Series XIV State Street (SSgA) · Collective trust Index | $466K | 3.5% |
| SSgA Global All Cap Equity Ex-US Index Security Lend Fund C State Street (SSgA) · Collective trust Index | $431K | 3.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $397K | 3.0% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.