Filings through .
Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $60,674 |
SUTTLE & STALNAKER2 years Service code 10 · EIN 55-0538163 | Accounting | $19,226 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $15,059 |
10 funds of $250K or more; 12 lines in all, holding $12.8M of the plan's $13.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $10.5M | 82.6% |
| Empower Guaranteed Portfolio Fund Empower · Insurance contract | $1.6M | 12.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $391K | 3.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $79K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $40K | 0.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $13K | 0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $11K | <0.1% |
| Fidelity Inf-Pr Bond Index Fd Fidelity (FMR) · Mutual fund Index | $8K | <0.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7K | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.