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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $89,698 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,875 |
25 funds of $250K or more; 18 lines in all, holding $54.1M of the plan's $55.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $21.3M | 39.4% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $7.1M | 13.0% |
| Principal Blue Chip Separate Account I3 Principal · Insurance contract Recordkeeper's own fund | $3.7M | 6.8% |
| Principal Diversified International Separate Account-I5 Principal · Insurance contract Recordkeeper's own fund | $2.8M | 5.1% |
| Principal Life Insurance Co Pooled Separate Accounts Prin SmCap Principal · Insurance contract Recordkeeper's own fund | $2.4M | 4.4% |
| Registered Investment Company Fidelity Total Int Inx Fund Fidelity (FMR) · Mutual fund | $2.2M | 4.1% |
| Principal Global Investors Trust Co Common/Collective Trust Prin LifeTime H Principal · Collective trust Recordkeeper's own fund | $2.1M | 3.8% |
| Principal Global Investors Trust Co Common/Collective Trust Principal Stable Value Select Principal · Stable value Stable valueRecordkeeper's own fund | $1.7M | 3.2% |
| Pooled Separate Accounts Prin MidCap Sep Acct-I2 Principal · Insurance contract Recordkeeper's own fund | $1.6M | 2.9% |
| Pooled Separte Accounts Prin U.S. Property SA-I3 Principal · Insurance contract Recordkeeper's own fund | $1.5M | 2.7% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCommon/Collective Trust Principal G | $4.3M |
| AddedPrincipal Global Investors Trust Co Common/Collective Trust Prin LifeTime H | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.