Filings through .
Filed February 13, 2019
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $57,592 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $19,888 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $0 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
27 funds of $250K or more; 22 lines in all, holding $83.3M of the plan's $85.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $43.7M | 52.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.2M | 12.3% |
| Blue Chip Fund Principal · Mutual fund Recordkeeper's own fund | $5.4M | 6.4% |
| Fully Benefit-Responsive Investment Contracts Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.0M | 3.6% |
| Nuveen Lifecycl Index 2050 Ins TIAA (Nuveen) · Mutual fund Index | $3.0M | 3.6% |
| Invesco Core Plus Bond Fund Class R6 Invesco · Mutual fund | $2.1M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 2.4% |
| Pooled Separate Accounts Principal Equity Income Separate Account Principal · Separate account Recordkeeper's own fund | $1.9M | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.0% |
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).
The auditor signed off without reservation. This is the cleanest opinion.