Filings through .
Filed October 7, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $85,828 |
22 funds of $250K or more; 15 lines in all, holding $84.6M of the plan's $85.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $32.3M | 38.2% |
| Northern Trust S&P 500 Index Tier 3 Northern Trust · Collective trust Index | $16.3M | 19.3% |
| Principal Life Insurance Company Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $9.8M | 11.6% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $4.5M | 5.3% |
| NT Col Russell 2000 Index Tier 3 Northern Trust · Collective trust Index | $4.3M | 5.1% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $3.2M | 3.8% |
| Northern Trust S&P 400 Index Fund Tier 3 Northern Trust · Collective trust Index | $3.1M | 3.6% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.5M | 3.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $2.4M | 2.9% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $2.3M | 2.8% |
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.