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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $14,256 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $5,610 |
12 funds of $250K or more; 18 lines in all, holding $11.4M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Principal LifeTime, other, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 6 vintages | $7.4M | 64.5% |
| Morley Stable Value Fund Principal · Stable value Stable value | $935K | 8.2% |
| Vanguard Wellington Fund Vanguard · Mutual fund Possible retail class A | $515K | 4.5% |
| Principal MidCap S&P 400 Index Sep Acct+ Principal · Collective trust Index | $435K | 3.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $382K | 3.3% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $284K | 2.5% |
| Principal SmallCap S&P 600 Index Sep Acct Principal · Collective trust Index | $283K | 2.5% |
| Principal Diversified International Principal · Collective trust | $238K | 2.1% |
| Morgan Stanley Inst Grwth A FD Morgan Stanley · Other | $210K | 1.8% |
| Nuveen Mid-Cap Value A Fund TIAA (Nuveen) · Mutual fund Possible retail class A | $163K | 1.4% |
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.