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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,383 |
22 funds of $250K or more; 19 lines in all, holding $35.6M of the plan's $36.5M. From the 2024 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, 13 vintagesRecordkeeper's own fund | $21.7M | 61.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.1M | 14.4% |
| Principal Largecap Growth I Sep Acct Principal · Collective trust Recordkeeper's own fund | $1.7M | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.5% |
| Baird Bore Plus I Fund Baird · Mutual fund | $1.0M | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $894K | 2.5% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $528K | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $489K | 1.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $414K | 1.2% |
| Principal MidCap Growth Principal · Separate account Recordkeeper's own fund | $370K | 1.0% |
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.
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.