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| Provider | Service type | Compensation |
|---|---|---|
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 49 · EIN 82-0986372 | Other Services | $13,271 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,658 |
8 funds of $250K or more; 18 lines in all, holding $6.1M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $4.6M | 74.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $667K | 10.8% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $384K | 6.3% |
| Hartford Dvdnd and Grwth R6 Fd Hartford Funds · Mutual fund | $184K | 3.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $79K | 1.3% |
| Principal Global Investors MidCap S&P 400 Index Principal · Separate account IndexRecordkeeper's own fund | $47K | 0.8% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $39K | 0.6% |
| iShares Russell Small/Mid-Cap Index Fund Class K BlackRock · ETF Index | $39K | 0.6% |
| Cohen & Steers Re Est Sec Z Fd Cohen & Steers · Mutual fund | $30K | 0.5% |
| JP Mrgn US Garp Equity R6 Fnd Manager not matched · Mutual fund | $28K | 0.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.