Filings through .
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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 | $49,957 |
1 fund of $250K or more; 2 lines in all, holding $1.8M of the plan's $1.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long-Term Credit Bond Fund PIMCO (Allianz) · Mutual fund | $1.8M | 98.5% |
| Principal Liquid Assets Separate Account Principal · Insurance contract Recordkeeper's own fund | $27K | 1.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPIMCO StocksPLUS Long Duration Installment Fund | $366K |
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 |
|---|---|---|
Amy Elizabeth Ayres Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.