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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $94,716 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,168 |
25 funds of $250K or more; 21 lines in all, holding $45.5M of the plan's $45.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $25.0M | 55.0% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $5.9M | 13.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.3M | 5.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 4.6% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $1.7M | 3.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.4M | 3.1% |
| Principal SmallCap S&P 600 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $1.1M | 2.5% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $828K | 1.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $705K | 1.5% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $649K | 1.4% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeBlackrock MID CAP Growth Equity Portfolio Class K to Flexpath Strategies - Mid Cap Growth II (Class R1 Fund) | $338K to $374K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.