Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $143,024 |
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $75,692 |
LSL CPAS7 years Service code 13 · EIN 95-2700123 | Contract Administrator | $21,650 |
PENSION PLAN SPECIALISTS, PC8 years Service code 13 · EIN 26-1570786 | Contract Administrator | $12,451 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
26 funds of $250K or more; 25 lines in all, holding $51.9M of the plan's $54.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 12 vintagesRecordkeeper's own fund | $18.0M | 34.6% |
| Franklin Gold & Precious Metals Fund Class R6 Franklin Templeton · Mutual fund | $6.2M | 12.0% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 8.6% |
| Technology I Fund Fidelity (FMR) · Mutual fund | $3.1M | 6.0% |
| Principal Blue Chip Separate Account-Z Principal · Separate account Recordkeeper's own fund | $2.5M | 4.9% |
| JPMorgan U.S. Equity Fund Class R5 JPMorgan · Mutual fund | $2.5M | 4.8% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $1.8M | 3.5% |
| Capital Income Builder Class R-5 Capital Group · Mutual fund | $1.8M | 3.5% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $1.6M | 3.1% |
| BlackRock Eq Dividend I Fund BlackRock · Mutual fund | $1.5M | 2.9% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.