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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $118,736 |
Service code 13 · EIN 11-4909400 | Contract Administrator | $58,434 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $56,231 |
Filed as: 360 PAYROLL INTEGRATION Service code 13 · EIN 83-3880266 | Contract Administrator | $41,272 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $40,895 |
Service code 13 · EIN 22-3349752 | Contract Administrator | $23,431 |
AUBERGE RESORTS LLC1 year Service code 27 · EIN 68-0433591 | Advisory (Plan) | $18,750 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
24 funds of $250K or more; 23 lines in all, holding $61.5M of the plan's $63.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $36.1M | 58.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.4M | 12.0% |
| Small Cap Value R6 Target Retirement 2030 Inv Manager not matched · Mutual fund | $3.7M | 6.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 5.5% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.6M | 4.2% |
| Eupac Fund Capital Group · Mutual fund | $1.9M | 3.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 1.9% |
| Invesco Mid Cap Growth Trust Class A1 Invesco · Collective trust | $972K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $902K | 1.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $802K | 1.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.