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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,355 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,000 |
PENSION ASSURANCE LLP8 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 49 · EIN 33-0499726 | Other Services | $8,764 |
18 funds of $250K or more; 15 lines in all, holding $15.2M of the plan's $15.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.5M | 55.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 9.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $916K | 6.0% |
| MFS New Discovery Value Fund R6 MFS (Sun Life) · Mutual fund | $811K | 5.3% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $746K | 4.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $738K | 4.8% |
| Baird Core Plus Bond I Fund Baird · Mutual fund | $607K | 4.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $411K | 2.7% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $398K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $256K | 1.7% |
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.
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.