Filings through .
Filed March 10, 2010 (most recent of 3 filings on file)
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 | Recordkeeping | $88,985 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,446 |
KESTRA FINANCIAL1 year Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,918 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
14 funds of $250K or more; 21 lines in all, holding $42.8M of the plan's $43.5M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $39.5M | 92.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.1% |
| BlackRock 80/20 Trgt Allo K Fd BlackRock · Mutual fund | $634K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $240K | 0.6% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $227K | 0.5% |
| BlackRock 60/40 Trgt All K Fd BlackRock · Mutual fund | $223K | 0.5% |
| Principal Fixed Income Guaranteed Option Fidelity (FMR) · Insurance contract | $188K | 0.4% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $124K | 0.3% |
| Fidelity Inf-Pr Bond Index Fd Fidelity (FMR) · Mutual fund Index | $98K | 0.2% |
| Fidelity High Yield R6 Fund+ + Fidelity (FMR) · Mutual fund | $74K | 0.2% |
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement Blend 2005 Fund-I Class to T. Rowe Price Retirement Blend 2040 Fund | $248K to $11.9M |
| AddedBlackRock 80/20 Trgt Allo K Fd | $634K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.