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 GROUP2+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $25,547 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 · EIN 27-2487837 | Contract Administrator | $14,764 |
12 funds of $250K or more; 19 lines in all, holding $11.7M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $10.1M | 86.1% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $557K | 4.8% |
| Principal Lifetime Hybrid Income CIT Z Principal · Collective trust Recordkeeper's own fund | $439K | 3.7% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $341K | 2.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $123K | 1.0% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $64K | 0.5% |
| Fidelity Equity Growth K6 Fund Fidelity (FMR) · Mutual fund | $37K | 0.3% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $24K | 0.2% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $19K | 0.2% |
| Principal Capital Appreciation Separate Account-Z Principal · Separate account Recordkeeper's own fund | $6K | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.