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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $147,795 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,087 |
17 funds hold $25.4M of the plan's $26.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $19.9M | 78.5% |
| LargeCap Growth I Sep Acct+ T. Rowe Price · Collective trust | $1.2M | 4.7% |
| Principal LgCap S&P 500 Index Sep Acct+ Principal · Separate account IndexRecordkeeper's own fund | $1.1M | 4.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $717K | 2.8% |
| American Funds Int Bond Fund of America R-6 Capital Group · Mutual fund | $444K | 1.8% |
| MidCap S&P 400 Index Sep Acct Manager not matched · Collective trust Index | $392K | 1.5% |
| SmallCap S&P 600 Index Sep Acct Manager not matched · Collective trust Index | $330K | 1.3% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $301K | 1.2% |
| MidCap Value I Sep Acct Manager not matched · Other | $294K | 1.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $148K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.