Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $120,985 |
IBEW LOCAL 728 UNION5 years Filed as: IBEW LOCAL UNION 226 Service code 13 · EIN 48-6171386 | Contract Administrator | $60,230 |
13 funds of $250K or more; 8 lines in all, holding $17.1M of the plan's $17.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $14.2M | 83.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.2M | 6.9% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $713K | 4.2% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $417K | 2.4% |
| Principal Small Cap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $384K | 2.3% |
| Baird Core Plus Bond I Fund Baird · Mutual fund | $105K | 0.6% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $93K | 0.5% |
| Prin Bond Market Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8K | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant 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.