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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,695 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $30,244 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
15 funds of $250K or more; 32 lines in all, holding $20.4M of the plan's $20.7M. From the 2024 filing. Recordkeeper: LPL Financial.
Target-date series: Fidelity Freedom Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| FID Free Indx 2045 IP Fidelity (FMR) · Other Index | $3.0M | 14.9% |
| FID Free Indx 2030 IP Fidelity (FMR) · Other Index | $3.0M | 14.6% |
| Metlife REL ST VAL MetLife · Other | $2.0M | 10.0% |
| FID 500 IND Fidelity (FMR) · Other | $1.8M | 9.0% |
| FID Free Indx 2035 IP Fidelity (FMR) · Other Index | $1.5M | 7.6% |
| FID Free Indx 2055 IP Fidelity (FMR) · Other Index | $1.4M | 6.6% |
| FID Free Indx 2050 IP Fidelity (FMR) · Other Index | $1.0M | 5.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $979K | 4.8% |
| FID Free Indx 2040 IP Fidelity (FMR) · Other Index | $869K | 4.3% |
| FID Free Indx 2060 IP Fidelity (FMR) · Other Index | $843K | 4.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.