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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,980 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,406 |
9 funds of $250K or more; 12 lines in all, holding $8.0M of the plan's $8.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.7M | 83.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $462K | 5.8% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $291K | 3.6% |
| Vanguard Short-Term Federal Fund Vanguard · Mutual fund | $139K | 1.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $89K | 1.1% |
| Janus International Holding, LLC Janus Henderson · Mutual fund | $66K | 0.8% |
| New World Fund Capital Group · Mutual fund | $64K | 0.8% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund | $50K | 0.6% |
| DWS Rreef Real Estate Securities Fund DWS · Mutual fund | $39K | 0.5% |
| Principal Liquid Assets Separate Account Principal · Insurance contract Recordkeeper's own fund | $38K | 0.5% |
Covers 60,908 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.