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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $45,397 |
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $15,182 |
9 funds of $250K or more; 16 lines in all, holding $8.1M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $3.3M | 41.0% |
| Principal Large Cap S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $2.1M | 26.4% |
| Principal LargeCap Growth I SA-Z Principal · Separate account Recordkeeper's own fund | $780K | 9.6% |
| Nyli MacKay Hi Y Cp Bd R6 New York Life · Mutual fund | $340K | 4.2% |
| Principal MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $252K | 3.1% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $235K | 2.9% |
| Lord Abbertt Inf Focsd R6 Fund Manager not matched · Mutual fund | $234K | 2.9% |
| Blackrock Adv SM CP GR K FD BlackRock · Mutual fund | $196K | 2.4% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $156K | 1.9% |
| Principal Equity Income SA-Z Principal · Separate account Recordkeeper's own fund | $127K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.