Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC8 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $124,957 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $123,669 |
24 funds of $250K or more; 15 lines in all, holding $81.5M of the plan's $85.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $37.9M | 46.6% |
| Borrower, Lessor, Interest, Collateral Manager not matched · Other | $6.7M | 8.3% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.1M | 7.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 7.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.5M | 6.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.3M | 5.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 3.2% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $2.5M | 3.1% |
| DFA US Targeted Value 1 Dimensional · Mutual fund | $2.5M | 3.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.8M | 2.2% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.