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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,345 |
9 funds hold $371K of the plan's $372K. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $313K | 84.4% |
| Principal LargeCap S&P 500 Index Sep Acct Pooled separate accounts Principal · Separate account IndexRecordkeeper's own fund | $19K | 5.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $11K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $5K | 1.3% |
| Fidelity Emerge Market Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 1.0% |
| iShares U.S. Aggregate Bond Index Fund Class K BlackRock · Collective trust Index | $3K | 0.8% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $3K | 0.8% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $3K | 0.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.