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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,310 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $55,727 |
CORRIGAN KRAUSE1 year Service code 10 · EIN 76-0108866 | Accounting | $13,500 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds of $250K or more; 22 lines in all, holding $40.3M of the plan's $43.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $28.7M | 71.3% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $3.0M | 7.4% |
| Prin LgCp S&P 500 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $2.8M | 7.0% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $1.2M | 3.0% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.0M | 2.5% |
| BlackRock Cap Appr K Fund BlackRock · Mutual fund | $795K | 2.0% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $420K | 1.0% |
| Prin SmCap S&P 600 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $387K | 1.0% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $336K | 0.8% |
| Prin MidCap S&P 400 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $237K | 0.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.