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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,354 |
Service code 49 · EIN 95-3845382 | Other Services | $23,661 |
13 funds of $250K or more; 17 lines in all, holding $13.3M of the plan's $13.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $9.4M | 71.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 11.5% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $539K | 4.1% |
| Vanguard Group Vanguard Value Index Adm Fund Vanguard · Mutual fund Index | $492K | 3.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $332K | 2.5% |
| American Beacon Amer Beacon Sm Cp Val R6 Fd American Beacon (Resolute) · Mutual fund | $297K | 2.2% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $189K | 1.4% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $146K | 1.1% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $126K | 1.0% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $81K | 0.6% |
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.
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.