Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,376 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $29,371 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $5,081 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
11 funds of $250K or more; 27 lines in all, holding $12.6M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $9.6M | 76.7% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $586K | 4.7% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $520K | 4.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $371K | 2.9% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $189K | 1.5% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $185K | 1.5% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $174K | 1.4% |
| Principal International Equity Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $145K | 1.2% |
| Principal MidCap Value I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $130K | 1.0% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $109K | 0.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LargeCap S&P 500 Index Separate Account-Z | $586K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.