Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $400,399 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $39,745 |
CIUNI & PANICHI, INC.1 year Filed as: CIUNI & PANICHI ADVISORS Service code 10 · EIN 34-1322309 | Accounting | $17,850 |
31 funds of $250K or more; 35 lines in all, holding $137M of the plan's $142M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Trust flexPATH Index+ Moderate 2045 R1 Manager not matched · Collective trust Index | $28.9M | 21.0% |
| Wilmington Trust flexPATH Index+ Moderate 2035 R1 Manager not matched · Collective trust Index | $22.5M | 16.4% |
| Wilmington Trust flexPATH Index+ Moderate 2055 R1 Manager not matched · Collective trust Index | $19.9M | 14.5% |
| Wilmington Trust flexPATH Index Moderate Retirement R1 Manager not matched · Collective trust Index | $9.6M | 7.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $9.2M | 6.7% |
| Principal/BlackRock S&P 500 Index CIT N Fund BlackRock · Collective trust Index | $8.6M | 6.3% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $4.7M | 3.4% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $4.2M | 3.1% |
| Wilmington Trust flexPATH Index+ Moderate 2065 R1 Manager not matched · Collective trust Index | $2.7M | 2.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $2.7M | 1.9% |
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 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.