Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $100,458 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,118 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $10,949 |
14 funds of $250K or more; 16 lines in all, holding $12.2M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.1M | 66.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $897K | 7.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $766K | 6.3% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $704K | 5.7% |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $346K | 2.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $267K | 2.2% |
| Fidelity Diversified International Fund Class K Fidelity (FMR) · Mutual fund | $266K | 2.2% |
| Congress Small-Cap Growth Institutional Manager not matched · Other | $256K | 2.1% |
| Undiscovered Managers Behavioral Value Fund Class R6 JPMorgan · Mutual fund | $221K | 1.8% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $131K | 1.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Diversified International Fund Class K | $266K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.