Filings through .
Filed August 14, 2019
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 LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $591,816 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $155,582 |
CROWE LLP4 years Service code 49 · EIN 35-0921680 | Other Services | $26,775 |
ALSTON & BIRD LLP3 years Service code 29 · EIN 58-0137615 | Legal | $5,756 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
30 funds of $250K or more; 19 lines in all, holding $211M of the plan's $218M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $173M | 82.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $17.1M | 8.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 1.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.0M | 0.9% |
| The New Economy Fund Capital Group · Mutual fund | $1.8M | 0.9% |
| Fidelity Investments Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $1.8M | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 0.8% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $1.7M | 0.8% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.4M | 0.7% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $1.3M | 0.6% |
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.
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.