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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $36,212 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $31,612 |
16 funds of $250K or more; 22 lines in all, holding $26.6M of the plan's $27.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Liqd FedFd Csh Mgmt BlackRock · Mutual fund | $4.5M | 17.1% |
| Hartford Total Return R6 Fund Hartford Funds · Mutual fund | $4.1M | 15.5% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $3.0M | 11.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.8M | 10.5% |
| American Funds Growth Fund Am R6 Capital Group · Mutual fund | $2.7M | 10.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 8.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.8M | 6.8% |
| iShares Russel 2000 Small-Cap Index Fund BlackRock · ETF Index | $972K | 3.7% |
| T. Rowe Price Associates, Inc. T. Rowe Price · Mutual fund | $830K | 3.1% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $681K | 2.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.