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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,571 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,854 |
15 funds hold $206M of the plan's $231M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| b Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $34.3M | 16.6% |
| Investment Contract with Insurance Company: Principal Life Insurance Company Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $32.5M | 15.7% |
| Great Gray Large Cap Growth Fund III Class I1 Great Gray · Collective trust | $24.7M | 12.0% |
| b Vanguard Equity Income Admiral Fund Vanguard · Mutual fund | $22.4M | 10.8% |
| b Fidelity Investments International Index Fundb Fidelity (FMR) · Mutual fund Index | $18.4M | 8.9% |
| b Fidelity Investments US Bond Index Fund Fidelity (FMR) · Mutual fund Index | $16.8M | 8.1% |
| b Great Gray Trust Company Core Plus Bond Fund Fee Class I1 Great Gray · Mutual fund | $14.8M | 7.2% |
| b Fidelity mid cap index fund Fidelity (FMR) · Mutual fund Index | $10.2M | 4.9% |
| b Fidelity Investments Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $9.6M | 4.6% |
| b Fidelity Investments Advisor Small Cap Value Z Fund Fidelity (FMR) · Mutual fund | $7.0M | 3.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.