Filings through .
Filed April 6, 2006
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 GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $42,256 |
16 funds of $250K or more; 23 lines in all, holding $19.1M of the plan's $19.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $11.0M | 57.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $2.0M | 10.3% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 6.4% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.1M | 5.7% |
| Principal MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $597K | 3.1% |
| Principal International Small Cap SA-Z Principal · Separate account Recordkeeper's own fund | $341K | 1.8% |
| Principal Diversified International SA-Z Principal · Separate account Recordkeeper's own fund | $324K | 1.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $317K | 1.7% |
| Principal U.S. Property Sep Acct-Z Principal · Separate account Recordkeeper's own fund | $225K | 1.2% |
| Principal MidCap Value I SA-Z Principal · Separate account Recordkeeper's own fund | $224K | 1.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.