Filings through .
Filed May 10, 2005 (most recent of 3 filings on file)
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.
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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 | $59,985 |
24 funds of $250K or more; 20 lines in all, holding $60.9M of the plan's $61.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $36.0M | 59.2% |
| Large-cap S&P 500 Index Account Manager not matched · Separate account Index | $6.6M | 10.8% |
| Diversified International Account Manager not matched · Separate account | $3.4M | 5.5% |
| Mid Cap Fund Manager not matched · Separate account | $3.2M | 5.2% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.7M | 4.4% |
| SmallCap S&P 600 Index Separate Account Manager not matched · Separate account Index | $1.6M | 2.6% |
| Core Plus Bond Separate Account Manager not matched · Separate account | $1.5M | 2.5% |
| Blue Chip Separate Account Manager not matched · Separate account | $1.1M | 1.8% |
| MidCap Value I Separate Account Manager not matched · Separate account | $825K | 1.4% |
| Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company Cohen & Steers · Collective trust | $733K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCohen & Steers Real Estate Securities Fund Class Z | $795K |
| AddedDelaware Charter Guarantee & Trust Company d/b/a Principal Trust Company | $733K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.