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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 | $73,419 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,929 |
7 funds of $250K or more; 15 lines in all, holding $13.6M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $11.3M | 83.0% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $708K | 5.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $445K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $358K | 2.6% |
| Principal Life Insurance Company Prin Fixed Income non 401 Principal · Insurance contract Recordkeeper's own fund | $227K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $180K | 1.3% |
| Principal Equity Income Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $140K | 1.0% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund Recordkeeper's own fund | $99K | 0.7% |
| Diversified International Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $91K | 0.7% |
| Principal MidCap Institutional Principal · Mutual fund Recordkeeper's own fund | $25K | 0.2% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighLargeCap Growth Fund I R-6 to Fidelity Blue Chip Growth Fund Class K | $538K to $708K |
| AddedFidelity Mid Cap Index Fund | $358K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.