Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $52,755 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
19 funds of $250K or more; 23 lines in all, holding $22.4M of the plan's $22.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $7.6M | 34.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.3M | 23.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 7.6% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.5M | 6.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $954K | 4.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $622K | 2.8% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $583K | 2.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $543K | 2.4% |
| Vanguard Development Markets Index Admiral Shares Vanguard · Mutual fund Index | $537K | 2.4% |
| DFA Infl Protected Sec I Fund Dimensional · Mutual fund | $433K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.)
The auditor signed off without reservation. This is the cleanest opinion.