Filings through .
Filed November 8, 2014
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 | $90,377 |
MAXUS PLAN SOLUTIONS5 years Filed as: MAXUS PLAN SOLUTIONS, INC. Service code 13 · EIN 45-4012897 | Contract Administrator | $20,112 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,503 |
KESTRA FINANCIAL6 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 | Advisory (Plan) | $14,272 |
KESTRA FINANCIAL10 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
15 funds of $250K or more; 44 lines in all, holding $14.4M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $8.5M | 59.1% |
| Principal LargeCap S&P 500 Inx Inst Fund++ Principal · Mutual fund IndexRecordkeeper's own fund | $1.1M | 7.7% |
| Fixed annuity contracts: Variable Annuity Life Insurance Company ("Valic") Corebridge (AIG) · Insurance contract | $454K | 3.2% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $361K | 2.5% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $346K | 2.4% |
| Stock Index Fund Corebridge (AIG) · Mutual fund Index | $330K | 2.3% |
| Fidelity Research Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $312K | 2.2% |
| Growth Fund Corebridge (AIG) · Mutual fund | $292K | 2.0% |
| International Equity Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $263K | 1.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $237K | 1.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.