Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $35,195 |
Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,480 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,950 |
14 funds of $250K or more; 21 lines in all, holding $14.9M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: JPMorgan SmartRetirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JP Morgan SmtRtmt 2025 R5 Fd JPMorgan · Mutual fund | $2.4M | 15.8% |
| JP Morgan SmtRtmt 2030 R5 Fd JPMorgan · Mutual fund | $2.2M | 14.6% |
| JP Morgan SmtRtmt 2040 R5 Fd JPMorgan · Mutual fund | $1.7M | 11.4% |
| Registered Investment Company JP Morgan Funds JPMorgan · Mutual fund | $1.7M | 11.1% |
| JP Morgan SmtRtmt 2035 R5 Fd JPMorgan · Mutual fund | $1.5M | 10.4% |
| JP Morgan SmtRtmt 2045 R5 Fd JPMorgan · Mutual fund | $1.3M | 8.5% |
| JP Morgan SmtRtmt 2055 R5 Fd JPMorgan · Mutual fund | $587K | 3.9% |
| JP Morgan SmartRtmt 2060 R5 Fd JPMorgan · Mutual fund | $562K | 3.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $489K | 3.3% |
| Galliard Stable Return PN Allspring · Collective trust | $471K | 3.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRegistered Investment Company JP Morgan Funds | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.