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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $241,428 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 201 E JOHN CARPENTER FWY · IRVING, TX 75062 | Consulting | $41,200 |
HENRY & PETERS, PC1 year Filed as: HENRY & PETERS P.C. Service code 10 · EIN 75-4503978 | Accounting | $16,000 |
7 funds hold $77.5M of the plan's $77.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Multi-Manager Liability Driven CIT I Principal · Collective trust Recordkeeper's own fund | $35.5M | 45.8% |
| Principal Multi-Manager Liability Driven CIT II Principal · Collective trust Recordkeeper's own fund | $33.3M | 43.0% |
| BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $4.0M | 5.2% |
| Short-Term Inv Fund A S1 Principal · Money market Recordkeeper's own fund | $1.6M | 2.1% |
| BlackRock Intl EQ Index CIT N BlackRock · Collective trust Index | $1.5M | 2.0% |
| BlackRock S&P MidCap Index CIT N BlackRock · Collective trust Index | $977K | 1.3% |
| Blackrock Russ 2000 Index CIT N BlackRock · Collective trust Index | $557K | 0.7% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Aubrey Stadtlander Principal Financial 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.