Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $40,893 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
10 funds of $250K or more; 23 lines in all, holding $10.6M of the plan's $10.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages | $7.8M | 74.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.1M | 10.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $443K | 4.2% |
| ClearBridge Large Cap Growth IS Fund Franklin Templeton · Mutual fund | $231K | 2.2% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $144K | 1.4% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $123K | 1.2% |
| Collateral, Value Cost Value LgCap S&P 5 Manager not matched · Other | $110K | 1.0% |
| Frankln Small Cap Value GG R Manager not matched · Collective trust | $92K | 0.9% |
| Prin Mid-Cap EQ FD Tier IV Principal · Collective trust Recordkeeper's own fund | $62K | 0.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $48K | 0.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.