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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 | $83,499 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES,LLP Service code 10 · EIN 27-1728945 | Accounting | $44,428 |
Filed as: REGIONS INSTITUTIONAL INVESTORS LLC Service code 27 · EIN 63-0589368 | Advisory (Plan) | $18,580 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $13,780 |
4 funds of $250K or more; 6 lines in all, holding $22.9M of the plan's $23.0M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Long Duration Principal · Separate account Recordkeeper's own fund | $9.3M | 40.7% |
| Principal Intermediate Duration Separate Account Principal · Separate account Recordkeeper's own fund | $9.0M | 39.3% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $3.0M | 12.9% |
| Principal International Equity Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $1.4M | 6.0% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $183K | 0.8% |
| Principal Small Cap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $69K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Frank Maniaci Principal Financial Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.