Filings through .
Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $78,032 |
IMA FINANCIAL GROUP9 years Filed as: IMA WEALTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $30,081 |
24 funds of $250K or more; 19 lines in all, holding $36.8M of the plan's $38.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $15.2M | 41.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 18.2% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $2.7M | 7.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $2.0M | 5.3% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.6M | 4.3% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.2M | 3.3% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1.1M | 3.0% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.0M | 2.8% |
| MFS Mass Inv Growth Stk R6 Fd MFS (Sun Life) · Mutual fund | $917K | 2.5% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $807K | 2.2% |
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedPooled Separate Accounts Principal | $807K |
| AddedCarillon Eagle Mid Cap Growth Fund Class R-6 | $807K |
| AddedVictory Sycamore Est Val R6 Fd | $512K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.