Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $18,922 |
Filed as: MACIAS GINI & O'CONNELL Service code 10 · EIN 68-0300457 | Accounting | $16,537 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $7,141 |
4 funds of $250K or more; 14 lines in all, holding $3.1M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $2.6M | 84.1% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $78K | 2.5% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $66K | 2.2% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $61K | 2.0% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $58K | 1.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $56K | 1.8% |
| DFA Global Equity I Fund Dimensional · Mutual fund | $38K | 1.2% |
| Great Gray Core Bond R1 Fund Manager not matched · Collective trust | $35K | 1.2% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $34K | 1.1% |
| Great Gray Large Cap Value R1 Fund Manager not matched · Collective trust | $27K | 0.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.