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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,473 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $96,174 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 | Accounting | $25,107 |
28 funds of $250K or more; 27 lines in all, holding $107M of the plan's $109M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $38.1M | 35.5% |
| Mutual Fund NR Capital Group · Mutual fund | $12.3M | 11.4% |
| Growth Fund OF America Capital Group · Mutual fund | $11.0M | 10.2% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $10.2M | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.6M | 9.0% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $6.4M | 5.9% |
| Neuberger Genesis Fund Neuberger Berman · Mutual fund | $4.0M | 3.7% |
| Income Fund OF America Capital Group · Mutual fund | $2.7M | 2.5% |
| U.S. Government Securities Fund Capital Group · Mutual fund | $2.5M | 2.3% |
| Neuberger Large Cap Value Fund Neuberger Berman · Mutual fund | $1.8M | 1.7% |
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.
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.