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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $171,562 |
Filed as: PFS INVESTMENTS INC. Service code 49 · EIN 58-1436188 | Other Services | $49,596 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,250 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds of $250K or more; 29 lines in all, holding $27.5M of the plan's $35.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $6.8M | 24.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 12.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 11.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.6M | 9.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.4% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 6.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $968K | 3.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $685K | 2.5% |
| AMG TimesSq Md Cp Grw Z Fd Manager not matched · Mutual fund | $638K | 2.3% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPioneer Bond Fund: Class K | $2.4M |
| AddedVanguard Windsor Fund Admiral Shares | $1.7M |
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.