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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $103,228 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,837 |
19 funds of $250K or more; 17 lines in all, holding $25.5M of the plan's $26.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $18.1M | 71.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 10.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $932K | 3.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $816K | 3.2% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $585K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $443K | 1.7% |
| Principal Trust Company: American Funds Capital Group · Collective trust | $389K | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $304K | 1.2% |
| Principal Diversified International Separate Account Principal · Separate account Recordkeeper's own fund | $268K | 1.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $254K | 1.0% |
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.
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.