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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 | $293,861 |
NBC SECURITIES INC11+ years Service code 49 · EIN 63-0923499 | Other Services | $121,498 |
LIGON HYDRAULICS, LLC1 year Service code 27 · EIN 63-1226109 | Advisory (Plan) | $100,000 |
Filed as: PEARCE, BEVILL, LEESBURG Service code 10 · EIN 63-0813240 | Accounting | $21,000 |
PWC8 years Filed as: PRICEWATERHOUSECOOPERS L Service code 11 · EIN 13-4008324 | Actuarial | $15,000 |
MAYNARD NEXSEN PC1 year Service code 29 · EIN 63-0864426 | Legal | $5,577 |
16 funds hold $83.5M of the plan's $83.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $16.7M | 20.0% |
| Principal Liquid Assets Separate Account Principal · Money market Recordkeeper's own fund | $10.8M | 12.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.5M | 6.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $5.5M | 6.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $5.4M | 6.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $5.2M | 6.2% |
| Kopernik International I Fund Manager not matched · Mutual fund | $3.9M | 4.6% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $3.9M | 4.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.6M | 4.3% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $3.5M | 4.2% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedKopernik International I Fund | $3.9M |
| ReplacedHighCarillon Eagle Mid Cap Growth Fund Class R-6 to Principal MidCap Separate Account | $3.3M to $3.3M |
| DroppedOakmark Intl R6 | $2.9M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Shepherd Price PWC US Consulting LLP Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.