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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $50,605 |
Service code 27 · EIN 33-0785439 | Advisory (Plan) | $39,083 |
17 funds of $250K or more; 27 lines in all, holding $16.0M of the plan's $16.2M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 12.9% |
| PIMCO Realpath Blend 2025 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $2.0M | 12.3% |
| PIMCO Realpath Blend Income Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.6M | 10.0% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $1.3M | 8.4% |
| PIMCO Realpath Blend 2045 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.3M | 8.0% |
| PIMCO Realpath Blend 2035 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $1.0M | 6.5% |
| PIMCO Realpath Blend 2050 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $718K | 4.5% |
| Principal Liquid Assets Sep Acct-Z Principal · Money market Recordkeeper's own fund | $708K | 4.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $676K | 4.2% |
| PIMCO Realpath Blend 2030 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $673K | 4.2% |
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.