Filings through .
Filed October 3, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $160,774 |
Service code 27 · EIN 81-3968784 | Advisory (Plan) | $37,114 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $31,566 |
CBIZ INVESTMENT ADVISORY SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $450 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
18 funds of $250K or more; 69 lines in all, holding $27.6M of the plan's $28.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $17.0M | 61.6% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.8M | 6.5% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $1.7M | 6.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.2M | 4.4% |
| MidCap S&P 400 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $661K | 2.4% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $624K | 2.3% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $621K | 2.2% |
| SmallCap S&P 600 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $332K | 1.2% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $326K | 1.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $262K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.