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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $84,674 |
COHNREZNICK LLP7 years Service code 10 · EIN 33-4144829 | Accounting | $23,057 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
23 funds of $250K or more; 16 lines in all, holding $57.8M of the plan's $58.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $27.6M | 47.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.9M | 17.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $5.2M | 9.0% |
| JPMorgan Large Cap Growth Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $4.6M | 8.0% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.3M | 3.9% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.7M | 3.0% |
| Dodge & Cox Income 1 Dodge & Cox · Mutual fund | $1.6M | 2.7% |
| Pgim Jennison MD CAP GTH R4 FD Prudential (PGIM) · Mutual fund | $1.2M | 2.1% |
| John Hancock Disc VI MdCp A Fund John Hancock (Manulife) · Mutual fund | $1.1M | 1.9% |
| American Century Invest Management Fund American Century · Mutual fund | $684K | 1.2% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.