Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,456 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
17 funds of $250K or more; 18 lines in all, holding $50.3M of the plan's $51.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $43.5M | 86.4% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $2.6M | 5.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 2.3% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $593K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $409K | 0.8% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $357K | 0.7% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $291K | 0.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $246K | 0.5% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $240K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $203K | 0.4% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.