Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $33,170 |
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $17,614 |
7 funds of $250K or more; 17 lines in all, holding $14.4M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Life Time C I T Principal · Collective trust Recordkeeper's own fund | $10.1M | 69.9% |
| Lg Cap S& P500 Index Sep Acct+$ Manager not matched · Separate account Index | $1.4M | 9.6% |
| Large Cap Growth I Separate Account Manager not matched · Separate account | $777K | 5.4% |
| International Equity Index S A+ Manager not matched · Separate account Index | $374K | 2.6% |
| Diversified International Account Manager not matched · Separate account | $368K | 2.6% |
| Mid Cap S& P400 Index Sep Acct+ Manager not matched · Separate account Index | $317K | 2.2% |
| Small Cap S& P600 Index S A+ Manager not matched · Separate account Index | $258K | 1.8% |
| Mid Cap Fund Manager not matched · Separate account | $206K | 1.4% |
| SmallCap Growth I Separate Account Manager not matched · Separate account | $160K | 1.1% |
| High Yield Fund Manager not matched · Separate account | $104K | 0.7% |
Added 6 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCommon/Collective Trust Principal G | $1.5M |
| AddedLg Cap S& P500 Index Sep Acct+$ | $1.4M |
| AddedLarge Cap Growth I Separate Account | $777K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.