Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $62,190 |
USI INSURANCE SERVICES LLC2 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 | Actuarial | $51,390 |
CAPFINANCIAL PARTNERS LLC2 years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $18,000 |
WHITLEY PENN LLP2 years Service code 10 · EIN 75-2393478 | Accounting | $14,040 |
2 funds hold $17.2M of the plan's $17.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal/multi-Manager Liability Driven Solution CIT I Principal · Collective trust Recordkeeper's own fund | $11.0M | 64.2% |
| Principal Multi-Manager Liability Driven Solution CIT II Principal · Collective trust Recordkeeper's own fund | $6.2M | 35.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCost Value Money Market | $360K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Timothy C. Lavender, F.S.A. Usi Consulting Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.