Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $45,743 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $15,991 |
RYAN & MANN LLC1 year Filed as: RYAN MANN LLC Service code 10 · EIN 92-1104525 | Accounting | $13,000 |
8 funds of $250K or more; 19 lines in all, holding $7.2M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $5.5M | 76.3% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $439K | 6.1% |
| Principal LargeCap Growth I Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $413K | 5.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $145K | 2.0% |
| Principal Equity Income Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $93K | 1.3% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $86K | 1.2% |
| Principal MidCap Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $70K | 1.0% |
| Principal Diversified International Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $68K | 0.9% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $64K | 0.9% |
| Principal MidCap Value I Separate Account Z Principal · Insurance contract Recordkeeper's own fund | $54K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.