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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $47,577 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $30,260 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $1,971 |
9 funds of $250K or more; 21 lines in all, holding $5.9M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.5M | 25.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $510K | 8.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $486K | 8.2% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $392K | 6.6% |
| BlackRock Inflation Protected Bond Portfolio Class K Shares BlackRock · Mutual fund | $346K | 5.8% |
| Principal Life Insurance Company Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $336K | 5.7% |
| Fidelity Equity-Income Fund Class K Fidelity (FMR) · Mutual fund | $310K | 5.2% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $272K | 4.6% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $254K | 4.3% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $226K | 3.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedUltra Fund R6 Class | $263K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.