Filings through .
Filed January 6, 2006 (most recent of 2 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 LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,408 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $88,563 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
28 funds of $250K or more; 25 lines in all, holding $141M of the plan's $141M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 14 vintages | $78.6M | 55.9% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $14.0M | 9.9% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $13.4M | 9.6% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $7.1M | 5.1% |
| MassMutual Mid Cap Growth Fund Class R5 MassMutual · Mutual fund | $4.6M | 3.3% |
| T. Rowe Price Value I Fund T. Rowe Price · Mutual fund | $3.8M | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.8M | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 2.1% |
| Pgim Total Return Bond CIT Cls R Prudential (PGIM) · Collective trust | $2.8M | 2.0% |
| Janus International Holding, LLC Janus Henderson · Mutual fund | $1.6M | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 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.