Filings through .
Filed April 28, 2007
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $115,608 |
CREATIVE PLANNING LLC11+ years Filed as: CREATIVE PLANNING INC Service code 13 · EIN 43-1270780 | Contract Administrator | $105,745 |
22 funds of $250K or more; 24 lines in all, holding $28.2M of the plan's $30.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $5.9M | 20.8% |
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $4.7M | 16.8% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $2.7M | 9.7% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 9.6% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.3M | 8.2% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 6.5% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.3M | 4.7% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $962K | 3.4% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $871K | 3.1% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $706K | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.