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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 | $61,730 |
2 funds of $250K or more; 3 lines in all, holding $4.6M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Ldi Long Duration Sa-R6 Principal · Insurance contract Recordkeeper's own fund | $2.7M | 58.9% |
| LDI Intermediate DUR SEP ACT - R6 Principal · Insurance contract Recordkeeper's own fund | $1.9M | 41.0% |
| Principal LDI Short Duration SEP Acct-I3 Principal · Insurance contract Recordkeeper's own fund | $5K | 0.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPooled Separate Accounts Principal | $2.2M |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Aubrey Stadtlander Principal Financial Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.