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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,395 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,950 |
4 funds of $250K or more; 2 lines in all, holding $2.3M of the plan's $2.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 100% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $2.3M | 100.0% |
| Common/Collective Trust Principal Global Investors Trust Co Principal · Stable value Stable valueRecordkeeper's own fund | $357 | <0.1% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LifeTime 2050 Trust | $2.2M |
| DroppedGreat Gray MyWayRetirement Index 2050 Fund | $513K |
| DroppedGreat Gray MyWayRetirement Index 2060 Fund | $357K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.