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| Provider | Service type | Compensation |
|---|---|---|
KANSAS CHAPTER NECA4 years Filed as: KANSAS NECA CHAPTER Service code 13 · EIN 48-0503980 810 W DOUGLAS ST E · WICHITA, KS 67203 | Contract Administrator | $141,126 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Contract Administrator | $139,478 |
IMA WEALTH INC6 years Filed as: IMA WEALTH Service code 27 · EIN 48-1233289 | Advisory (Plan) | $89,909 |
MORROW & CO., LLC11+ years Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $16,750 |
Filed as: TRAVELERS INSURANCE Service code 23 · EIN 06-0566050 | Direct payment from the plan; Insuran... | $16,005 |
MCAFEE & TAFT11+ years Service code 29 · EIN 73-0781676 1717 S BOULDER SUITE 900 · TULSA, OK 74119 | Legal | $12,150 |
34 funds of $250K or more; 28 lines in all, holding $184M of the plan's $185M. From the 2026 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $73.5M | 39.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $29.9M | 16.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.6M | 5.7% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $9.8M | 5.3% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $6.8M | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.8M | 3.7% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $6.1M | 3.3% |
| Pooled Separate Accounts Principa Manager not matched · Separate account | $5.6M | 3.0% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $3.7M | 2.0% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $3.7M | 2.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRegistered Delaware Nomura Emer Markets I Fund | $3.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2025 and 2026 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.