Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,855 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
14 funds of $250K or more; 17 lines in all, holding $12.1M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 5 vintagesRecordkeeper's own fund | $4.6M | 38.2% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $2.3M | 19.0% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $1.1M | 9.1% |
| Prin Intl Eq Separate Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $877K | 7.3% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $790K | 6.5% |
| Prin LargeCap Value III SA-R6 Principal · Insurance contract Recordkeeper's own fund | $474K | 3.9% |
| Prin MidCap Value I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $420K | 3.5% |
| Prin SmallCap Growth I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $351K | 2.9% |
| Prin Core Plus Bd Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $308K | 2.6% |
| Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $257K | 2.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPooled Separate Accounts Principal | $1.1M |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.