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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURNCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $24,333 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $6,960 |
5 funds of $250K or more; 9 lines in all, holding $2.4M of the plan's $2.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $2.4M | 98.2% |
| Principal Core Fixed Income Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $15K | 0.6% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $10K | 0.4% |
| Principal Large Cap Growth I SA-Z Fund Principal · Insurance contract Recordkeeper's own fund | $6K | 0.3% |
| Principal Overseas Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $5K | 0.2% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $2K | 0.1% |
| Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $2K | <0.1% |
| Prin MidCap Growth Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1K | <0.1% |
| Principal SmallCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1K | <0.1% |
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.
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.