Filings through .
Filed May 6, 2021
Street address, email and phone are on Pro, free for 7 days.
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,655 |
MMA SECURITIES LLC2 years Service code 49 · EIN 22-3570392 | Other Services | $6,774 |
3 funds of $250K or more; 20 lines in all, holding $1.9M of the plan's $2.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.7M | 89.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $90K | 4.7% |
| Registered American Am Fds Grth Fd of Am R6 Fund Capital Group · Mutual fund | $48K | 2.5% |
| Fidelity Inf-Pr Bond Index Fd Fidelity (FMR) · Mutual fund Index | $17K | 0.9% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $17K | 0.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $11K | 0.6% |
| MFS Investment Management Co. MFS Value R6 MFS (Sun Life) · Mutual fund | $6K | 0.3% |
| Principal Funds, Inc. 2070 Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $5K | 0.3% |
| American Funds American Balance R6 Capital Group · Mutual fund | $3K | 0.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $3K | 0.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.