Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $37,001 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $25,558 |
GLASER AND COMPANY LLC1 year Filed as: GLASER & COMPANY, CPAS Service code 10 · EIN 20-5788602 | Accounting | $6,600 |
14 funds of $250K or more; 21 lines in all, holding $13.5M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund | $5.2M | 38.6% |
| Prin LgCap S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.4M | 10.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 9.0% |
| Prin Blue Chip SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.0M | 7.5% |
| PIMCO StocksPLUS Intl I Fund PIMCO (Allianz) · Mutual fund | $758K | 5.6% |
| Prin LargeCap Value III SA-Z Principal · Insurance contract Recordkeeper's own fund | $599K | 4.4% |
| Prin Liquid Assets Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $585K | 4.3% |
| Principal SmallCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $494K | 3.7% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $470K | 3.5% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $366K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.