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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,068 |
SILVERSTONE ASSET MANAGEMENT INC4+ years Service code 27 | Advisory (Plan) | $12,723 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
5 funds of $250K or more; 15 lines in all, holding $4.6M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.2M | 92.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $54K | 1.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 0.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $41K | 0.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $35K | 0.8% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $32K | 0.7% |
| Nuveen Mid Cap Value Fund Class I TIAA (Nuveen) · Mutual fund | $32K | 0.7% |
| Schwab Small Cap Index Select Charles Schwab · Mutual fund Index | $23K | 0.5% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $16K | 0.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $15K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.