Filings through .
Filed April 26, 2013
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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $107,752 |
MESIROW FINANCIAL INVESTMENT MANAGE11+ years Filed as: MESIROW FINANCIAL INC Service code 49 · EIN 36-3194849 | Other Services | $26,162 |
20 funds of $250K or more; 16 lines in all, holding $26.2M of the plan's $27.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.5M | 39.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $3.6M | 13.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Mutual fund | $3.4M | 13.1% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $2.1M | 7.9% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 5.6% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.2M | 4.4% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $1.1M | 4.4% |
| Registered Metropolitan Metropolitan Wt Tl Rtn Bd Plan MetLife · Insurance contract | $817K | 3.1% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $386K | 1.5% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $347K | 1.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Dividend Growth Fund Investor Shares to Vanguard Group Vgd Dividend Growth Inv Fund | $485K to $275K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.