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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN FIDUCIAR Service code 27 · EIN 90-0815510 | Advisory (Plan) | $32,461 |
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,746 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S EDGE, CPA, LLC Service code 10 · EIN 26-4527814 | Accounting | $8,500 |
12 funds of $250K or more; 19 lines in all, holding $13.7M of the plan's $17.0M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $2.0M | 14.3% |
| U.S. Large Cap Value Portfolio III Dimensional · Mutual fund | $1.8M | 12.8% |
| DFA Intermediate Government Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $1.3M | 9.8% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $1.3M | 9.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.2M | 9.0% |
| DFA International Value Portfolio III Dimensional · Mutual fund | $969K | 7.1% |
| DFA International Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $940K | 6.9% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $916K | 6.7% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $914K | 6.7% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $901K | 6.6% |
Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeDFA Inter Gov Fixed Inc I Fd to DFA Intermediate Government Fixed Income Portfolio - Institutional Class | $934K to $1.3M |
| Share class changeDFA Int'l Small Cap Value I FD to DFA International Small Cap Value Portfolio - Institutional Class | $708K to $940K |
| Share class changeDimensional Fund Advisors DFA US Micro Cap I Fund to U.S. Micro Cap Portfolio - Institutional Class | $320K to $442K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 5 renames.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.