Filings through .
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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 | $34,462 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,997 |
7 funds of $250K or more; 12 lines in all, holding $5.3M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.5M | 85.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $490K | 9.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $133K | 2.5% |
| Galliard Stable Return PN Allspring · Collective trust | $96K | 1.8% |
| American Funds Growth Fund Am R6 Capital Group · Mutual fund | $58K | 1.1% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $15K | 0.3% |
| American Century Am Cent Strat Alloc Agg R6 Fd American Century · Mutual fund | $3K | <0.1% |
| American Century Am Cent Strat Alloc Con R6 Fd American Century · Mutual fund | $2K | <0.1% |
| Dodge & Cox Global Stock I Fd Dodge & Cox · Mutual fund | $1K | <0.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $538 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.