Filings through .
Filed July 20, 1994
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 |
|---|---|---|
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS, LLC Service code 27 1 W PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $84,574 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 21 · EIN 42-1520346 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $37,649 |
5 funds hold $8.1M of the plan's $9.3M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Bond Market Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $3.2M | 39.2% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.4M | 30.1% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.0M | 12.8% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.0M | 12.8% |
| Principal Liquid Assets Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $413K | 5.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Mark Anderson, FSA, Ea, Fca Bolton Partners, Inc. Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.