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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $44,960 |
EDWARD JONES2 years Service code 17 · EIN 43-0345811 | Pension Consulting | $23,631 |
Service code 13 | Contract Administrator | $3,112 |
Filed as: M2B RETIREMENT CONSULTING Service code 13 · EIN 81-3989034 | Contract Administrator | $2,650 |
MORNINGSTAR2 years Filed as: MORNING INVESTMENT MANGAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 18 lines in all, holding $7.5M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $6.7M | 89.5% |
| Principal LargeCap S&P 500 Index Sep Account Principal · Mutual fund IndexRecordkeeper's own fund | $109K | 1.5% |
| MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $89K | 1.2% |
| Principal MFS Value R6 MFS (Sun Life) · Mutual fund | $89K | 1.2% |
| Principal Allspring Special Mid Cap Value R6 Allspring · Mutual fund | $87K | 1.2% |
| Principal Diversified International Sep Account Principal · Mutual fund Recordkeeper's own fund | $81K | 1.1% |
| Principal Columbia Overseas Value I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $61K | 0.8% |
| Principal MassMutual Mid Cap Growth Fund Principal · Mutual fund Recordkeeper's own fund | $51K | 0.7% |
| Principal LargeCap Growth I Sep Account Principal · Mutual fund Recordkeeper's own fund | $48K | 0.6% |
| Principal American Century Small Cap Growth R6 American Century · Mutual fund | $47K | 0.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.