Filings through .
Filed November 21, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,880 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,809 |
19 funds of $250K or more; 18 lines in all, holding $14.7M of the plan's $14.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $5.2M | 35.6% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $2.3M | 15.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $902K | 6.1% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund | $769K | 5.2% |
| Principal Life Insurance Company Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $659K | 4.5% |
| Principal Life Insurance LargeCap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $596K | 4.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $504K | 3.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $423K | 2.9% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $422K | 2.9% |
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.