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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $94,052 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
19 funds of $250K or more; 20 lines in all, holding $33.0M of the plan's $36.3M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.6M | 22.9% |
| Galliard Stable Return PN Allspring · Collective trust | $4.0M | 12.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 11.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.2M | 9.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.9% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $1.5M | 4.6% |
| Registered Vanguard Vgd Infl-Prot Sec Adm Fund Vanguard · Mutual fund | $1.4M | 4.1% |
| Allspring Enh Stk Mkt CIT N Allspring · Collective trust | $1.3M | 4.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.9% |
| Principal Life Insurance Company Principal Overseas Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1.1M | 3.5% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Funds T. Rowe Price Grth Stk I Fnd to JPMorgan Large Cap Growth Fund Class R6 | $4.0M to $3.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.