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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,121 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $30,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
28 funds of $250K or more; 18 lines in all, holding $169M of the plan's $172M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $125M | 74.1% |
| Principal large-Cap S&P 500 Index SA Principal · Mutual fund IndexRecordkeeper's own fund | $13.1M | 7.8% |
| Principal Large-Cap Growth I SA Principal · Mutual fund Recordkeeper's own fund | $7.7M | 4.6% |
| MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $3.1M | 1.8% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $2.8M | 1.6% |
| Principal Trust Company Money market fund - Vanguard Federal Money Market Investor Fund Vanguard · Money market | $2.7M | 1.6% |
| SA JPMorgan Equity-Income Portfolio Principal · Mutual fund Recordkeeper's own fund | $2.3M | 1.4% |
| Blackrock MID CAP Growth Equity Portfolio (Investor) BlackRock · Mutual fund | $2.3M | 1.3% |
| Principal Bond Market Index SA Principal · Insurance contract IndexRecordkeeper's own fund | $2.1M | 1.3% |
| Principal International Equity Index SA Principal · Mutual fund IndexRecordkeeper's own fund | $1.9M | 1.1% |
Covers 60,908 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.