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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 | $40,590 |
10 funds of $250K or more; 12 lines in all, holding $20.2M of the plan's $20.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $14.7M | 73.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 18.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $597K | 3.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $255K | 1.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $195K | 1.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $149K | 0.7% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $147K | 0.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $134K | 0.7% |
| Victory Integrity Small-Cap Value Fund Class R6 Victory Capital · Mutual fund | $84K | 0.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $83K | 0.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.