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| Provider | Service type | Compensation |
|---|---|---|
KESTRA FINANCIAL3 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $10,939 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,830 |
5 funds of $250K or more; 6 lines in all, holding $2.3M of the plan's $2.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $2.2M | 95.7% |
| Prin LgCap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $49K | 2.1% |
| JPMorgan Small Cap Value Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $26K | 1.2% |
| LargeCap Growth Fund I R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $9K | 0.4% |
| JPMorgan Equity Income Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $8K | 0.4% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $7K | 0.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.