Filings through .
Filed June 22, 2010
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 GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $329,281 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,500 |
SMITH LEONARD PLLC4 years Service code 49 · EIN 20-5907591 | Other Services | $17,337 |
23 funds of $250K or more; 20 lines in all, holding $75.5M of the plan's $78.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $36.8M | 48.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.8M | 11.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $7.5M | 9.9% |
| Great Gray Large Cap Grwth Fd III Cl R1 Manager not matched · Collective trust | $4.7M | 6.3% |
| Fresh Market Stable Return FD Manager not matched · Insurance contract | $3.6M | 4.7% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $2.9M | 3.8% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $2.9M | 3.8% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $1.6M | 2.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.6M | 2.1% |
| Great Gray Small Cap Value III Class R1 Fund Manager not matched · Collective trust | $1.4M | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.