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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,023 |
IMA WEALTH INC5 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $31,500 |
16 funds of $250K or more; 18 lines in all, holding $20.9M of the plan's $21.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $15.9M | 76.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.3M | 6.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 5.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $322K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $296K | 1.4% |
| New World Fund (R6) Capital Group · Mutual fund | $275K | 1.3% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $252K | 1.2% |
| Principal LifeTime Strategic Income Fund Principal · Insurance contract Recordkeeper's own fund | $234K | 1.1% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $220K | 1.1% |
| Goldman Sachs Small Cap Value Insights Fund Class R6 Shares Goldman Sachs · Mutual fund | $200K | 1.0% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.