Filings through .
Filed November 14, 2022 (most recent of 2 filings on file)
Total covered: 61 employees
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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 | $230,536 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $98,205 |
29 funds of $250K or more; 22 lines in all, holding $90.6M of the plan's $105M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $34.8M | 38.4% |
| Principal Life Insurance Company Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $12.6M | 13.9% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $8.7M | 9.6% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $6.1M | 6.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 5.1% |
| Principal MidCap R6 Principal · Mutual fund Recordkeeper's own fund | $4.3M | 4.7% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $4.0M | 4.4% |
| Amer Cent Sm Cap Val A Fund American Century · Mutual fund | $2.7M | 3.0% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $2.5M | 2.8% |
| LargeCap Growth Fund I R-6 Principal · Mutual fund Recordkeeper's own fund | $1.6M | 1.8% |
Added 4 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedRegistered American Am Fds Grth Fd of Am R6 Fund | $10.8M |
| AddedRegistered American Am Funds Eupac R6 Fund | $4.0M |
| AddedEmerging Markets Portfolio - Institutional Class | $1.3M |
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.
The auditor signed off without reservation. This is the cleanest opinion.