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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 | $54,264 |
Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $14,674 |
NOVA 401(K) ASSOCIATES2 years Service code 49 · EIN 20-1181458 | Other Services | $3,669 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 21 lines in all, holding $20.7M of the plan's $21.1M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $4.4M | 21.2% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $3.9M | 18.7% |
| as Quoted by the Trust Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $2.2M | 10.6% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $1.9M | 9.4% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $1.4M | 6.7% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.0M | 5.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $947K | 4.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $916K | 4.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $880K | 4.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $803K | 3.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.