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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 | $95,859 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $40,241 |
Filed as: MML INVESTORS SERVICES LL Service code 49 | Other Services | $11,480 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,095 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
12 funds of $250K or more; 20 lines in all, holding $16.7M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $12.8M | 76.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 8.7% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $474K | 2.8% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $390K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $299K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $280K | 1.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $166K | 1.0% |
| Principal Blue Chip SA-Z Principal · Separate account Recordkeeper's own fund | $137K | 0.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $134K | 0.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $129K | 0.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Long-Term Investment-Grade Fund Admiral Shares | $390K |
| DroppedVgd Lt Inv-Grade Bond Adm Fund | $326K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
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.