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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 | $4,385 |
6 funds of $250K or more; 17 lines in all, holding $4.2M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $1.2M | 27.5% |
| Prin LgCap S&P 500 Index SA-Pro Principal · Insurance contract IndexRecordkeeper's own fund | $622K | 14.6% |
| Prin LifeTm 2050 Sep Acct-Pro Principal · Insurance contract Recordkeeper's own fund | $620K | 14.6% |
| Prin LifeTm 2030 Sep Acct-Pro Principal · Insurance contract Recordkeeper's own fund | $537K | 12.6% |
| Prin LifeTm 2060 Sep Acct-Pro Principal · Insurance contract Recordkeeper's own fund | $462K | 10.9% |
| Principal Life Insurance Company Prin LifeTm 2040 Sep Acct-Pro Principal · Insurance contract Recordkeeper's own fund | $374K | 8.8% |
| Prin Core Plus Bond SA-Pro Principal · Insurance contract Recordkeeper's own fund | $134K | 3.1% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $126K | 3.0% |
| Prin SmCap S&P 600 Index SA-Pro Principal · Insurance contract IndexRecordkeeper's own fund | $52K | 1.2% |
| Prin Div Intl SA-Pro Principal · Insurance contract Recordkeeper's own fund | $36K | 0.9% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.