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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $65,541 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $53,504 |
16 funds of $250K or more; 22 lines in all, holding $17.5M of the plan's $23.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Eqty Index Cl R Fd BlackRock · Collective trust Index | $2.9M | 16.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $2.7M | 15.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.0M | 11.7% |
| Principal Life Insurance Company Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.1M | 6.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 6.2% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 7 vintages | $1.1M | 6.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $968K | 5.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $959K | 5.5% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $838K | 4.8% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $786K | 4.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.