Filings through .
Filed April 4, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $334,158 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $123,694 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
31 funds of $250K or more; 21 lines in all, holding $295M of the plan's $305M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $159M | 54.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $32.1M | 10.9% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $15.6M | 5.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Mutual fund | $14.7M | 5.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $7.5M | 2.6% |
| Principal Equity Income SA-Z Principal · Separate account Recordkeeper's own fund | $6.8M | 2.3% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $6.7M | 2.3% |
| Principal Capital Appr SA-Z Principal · Separate account Recordkeeper's own fund | $6.7M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 2.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $6.2M | 2.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Frdm Index Ret Ins Prem | $667K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.