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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,882 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $43,510 |
26 funds of $250K or more; 23 lines in all, holding $48.8M of the plan's $49.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $30.8M | 63.1% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $4.1M | 8.3% |
| Principal LargeCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $3.0M | 6.1% |
| Principal Equity Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.5M | 3.0% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $1.3M | 2.7% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 7 vintages | $896K | 1.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $861K | 1.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $826K | 1.7% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $761K | 1.6% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $757K | 1.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.