Filings through .
Filed October 24, 1994
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 GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $119,022 |
FIRST HORIZON ADVISORS INC5 years Filed as: FIRST HORIZON ADVISORS, INC. Service code 27 · EIN 62-1254528 | Advisory (Plan) | $74,546 |
Filed as: ELLIS WARD CONSULTING GROUP Service code 13 · EIN 62-1417683 | Contract Administrator | $18,284 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,441 |
BANKS, FINLEY, WHITE & CO.3 years Filed as: BANKS FINLEY WHITE Service code 10 · EIN 62-1145254 | Accounting | $9,018 |
14 funds of $250K or more; 19 lines in all, holding $16.2M of the plan's $17.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $12.8M | 78.7% |
| Vanguard Development Markets Vanguard · Mutual fund | $567K | 3.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $550K | 3.4% |
| Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund | $473K | 2.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $439K | 2.7% |
| Vanguard Market Index Admiral N/R Vanguard · Mutual fund Index | $252K | 1.6% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $230K | 1.4% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $156K | 1.0% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $145K | 0.9% |
| Equity American Beacon - Amer Beacon American Beacon (Resolute) · Mutual fund | $141K | 0.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.