Filings through .
Filed August 24, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,496 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,327 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $18,900 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
22 funds of $250K or more; 21 lines in all, holding $32.4M of the plan's $32.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $6.8M | 20.8% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.2M | 16.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $5.1M | 15.8% |
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $4.3M | 13.1% |
| Principal Capital Appreciation Separate Account Principal · Separate account Recordkeeper's own fund | $2.2M | 6.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.8M | 5.5% |
| Principal Diversified International Separate Account Principal · Separate account Recordkeeper's own fund | $1.1M | 3.4% |
| Principal MidCap Separate Account Principal · Separate account Recordkeeper's own fund | $859K | 2.6% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $809K | 2.5% |
| iShares Russell Small/Mid-Cap Index Fund BlackRock · ETF Index | $681K | 2.1% |
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 60,908 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.