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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,171 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,540 |
25 funds of $250K or more; 18 lines in all, holding $50.9M of the plan's $51.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $29.0M | 56.9% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $4.4M | 8.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 7.7% |
| T. Rowe Price Retirement Hybrid Balanced Trust T14 T. Rowe Price · Collective trust | $1.8M | 3.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.9% |
| Fiam Core Plus Commingled I Fidelity (FMR) · Collective trust | $1.2M | 2.3% |
| Stable Value Separate Account Allspring · Stable value Stable value | $985K | 1.9% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $924K | 1.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $909K | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.