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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $9,115 |
PRIME BENEFITS, INC.1 year Service code 13 · EIN 52-2204662 | Contract Administrator | $7,318 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,091 |
8 funds of $250K or more; 22 lines in all, holding $4.9M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $3.3M | 68.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $420K | 8.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $304K | 6.2% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $221K | 4.5% |
| DFA Intl Core Equity 2 I Fd Dimensional · Mutual fund | $212K | 4.3% |
| Registered Investment Company American Beacon Funds American Beacon (Resolute) · Mutual fund | $81K | 1.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $54K | 1.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $49K | 1.0% |
| Registered PIMCO PIM Com Real Ret Stra Instl Fd PIMCO (Allianz) · Mutual fund | $43K | 0.9% |
| Prin Real Estate Secs SA-Z Principal · Insurance contract Recordkeeper's own fund | $43K | 0.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.