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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $257,864 |
CADENCE INSURANCE, INC.5 years Service code 49 · EIN 72-1381997 | Other Services | $11,138 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
31 funds of $250K or more; 21 lines in all, holding $141M of the plan's $141M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 13 vintagesRecordkeeper's own fund | $93.7M | 66.5% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $8.5M | 6.0% |
| collateral, par, or Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $8.1M | 5.7% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $4.5M | 3.2% |
| Principal Equity Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $4.2M | 3.0% |
| Principal Core Plus Bond Separate Account - Z Principal · Separate account Recordkeeper's own fund | $3.0M | 2.1% |
| Principal International I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $2.7M | 1.9% |
| Principal International Equity Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $2.2M | 1.6% |
| Heritage Fund American Century · Mutual fund | $2.1M | 1.5% |
| Principal SmallCap Growth I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $1.7M | 1.2% |
Added 15 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LargeCap S&P 500 Index Separate Account-Z | $8.5M |
| Addedcollateral, par, or Fidelity Advisor Growth Opportunities Fund | $8.1M |
| DroppedRegistered Investment Company Fidelity ADV Growth OPP Z Fund | $6.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.