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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,947 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $14,159 |
18 funds of $250K or more; 23 lines in all, holding $15.3M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 39.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $2.7M | 17.8% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 11.7% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $748K | 4.9% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $575K | 3.8% |
| Victory International Small Cap N/R Victory Capital · Mutual fund | $436K | 2.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $435K | 2.8% |
| Intermediate Bond Fund OF America Capital Group · Mutual fund | $422K | 2.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $365K | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $282K | 1.8% |
Added 1 fund, likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighMassachusetts Investors Growth Stock Fund to Nuveen Large Cap Growth Index Fund | $2.7M to $2.7M |
| Share class changeVanguard Small-Cap Value Index Fund Investor Shares to Vanguard Small-Cap Value Index Fund Admiral Shares | $466K to $435K |
| AddedIntermediate Bond Fund OF America | $422K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.