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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $26,997 |
15 funds of $250K or more; 19 lines in all, holding $6.6M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $898K | 13.7% |
| TCW Metwest Total Return Bond Fund Class I 512 TCW · Mutual fund | $528K | 8.1% |
| Federated Total Return Bond CIT N Federated Hermes · Collective trust | $526K | 8.0% |
| Allspring Core Bond CIT N Fund Allspring · Collective trust | $526K | 8.0% |
| Dodge & Cox Intermediate Bond CIT N Dodge & Cox · Collective trust | $526K | 8.0% |
| BlackRock Intl EQ Index CIT N BlackRock · Collective trust Index | $342K | 5.2% |
| Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Collective trust | $342K | 5.2% |
| T Rowe Price Institutional Large-Cap Growth Managed C CIT N T. Rowe Price · Collective trust | $340K | 5.2% |
| Principal Multi-Manager Small Cap CI CIT N Principal · Collective trust Recordkeeper's own fund | $333K | 5.1% |
| BlackRock S&P MidCap Index CIT N BlackRock · Collective trust Index | $292K | 4.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal Midcap CIT Tier II | $291K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kelly Q. Branham Buck Global, LLC Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.