Filings through .
Filed November 30, 2012
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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $34,232 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
20 funds of $250K or more; 13 lines in all, holding $28.5M of the plan's $28.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $10.5M | 36.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.3M | 18.7% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $3.5M | 12.4% |
| Stable Value Collective Trust SEI Trust Company Allspring · Stable value Stable value | $2.0M | 7.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.4% |
| Great Gray Large Cap Growth Fund II Class I1 Manager not matched · Mutual fund | $1.5M | 5.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $843K | 3.0% |
| JPMorgan Core Bond Fund Class I JPMorgan · Mutual fund | $650K | 2.3% |
| International GR II I1 Manager not matched · Collective trust | $578K | 2.0% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $550K | 1.9% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray Large Cap Growth Fund II Class I1 | $1.5M |
| DroppedVanguard U.S. Growth Fund Admiral Shares | $1.4M |
| AddedInternational GR II I1 | $578K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.