Filings through .
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 GROUP3+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $39,586 |
Service code 27 | Advisory (Plan) | $20,550 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $0 |
7 funds of $250K or more; 19 lines in all, holding $9.8M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $6.0M | 61.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 19.2% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $966K | 9.9% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $246K | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $213K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $181K | 1.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $61K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $40K | 0.4% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $34K | 0.3% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $33K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.