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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $32,955 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,946 |
HILL, BARTH & KING LLC1 year Filed as: HILL, BARTH & KING Service code 10 · EIN 34-1897225 | Accounting | $13,125 |
Service code 13 · EIN 13-4238973 | Contract Administrator | $9,828 |
COASTAL PENSION SERVICES10+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 49 | Other Services | $7,623 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES INC. Service code 49 · EIN 52-1053785 | Other Services | $0 |
12 funds of $250K or more; 19 lines in all, holding $16.6M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $9.2M | 55.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.9M | 23.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $819K | 4.9% |
| Vanguard TGT RMT Inc Individual Fund Vanguard · Mutual fund | $685K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $264K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $241K | 1.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $211K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $200K | 1.2% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $168K | 1.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $166K | 1.0% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundVanguard target date (CIT) to Vanguard Target Retirement 2030 Fund | $8.4M to $8.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.