Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 13 · EIN 82-1061233 | Contract Administrator | $156,866 |
PRINCIPAL FINANCIAL GROUP5+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $26,021 |
INDEPENDENT ACTUARIES, INC.4 years Service code 11 · EIN 36-4561119 | Actuarial | $20,050 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $17,250 |
11 funds hold $24.5M of the plan's $24.5M. From the 2025 filing. Recordkeeper: Alight.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Ldi Long Duration Sa-Z Principal · Mutual fund | $7.9M | 32.1% |
| Principal LargeCap S&P 500 Index SA-Z Principal · Mutual fund Index | $6.3M | 25.8% |
| or Similar Party Par or Maturity Value Manager not matched · Separate account | $2.9M | 11.8% |
| Principal U.S. Property SA-Z Principal · Mutual fund | $1.8M | 7.2% |
| Principal LDI Extended Duration Sep Account-Z Principal · Mutual fund | $1.1M | 4.6% |
| Principal Overseas Sep Account-Z Principal · Mutual fund | $1.0M | 4.2% |
| Principal MidCap Sep Account-Z Principal · Mutual fund | $866K | 3.5% |
| Principal MidCap Value I SA-Z Principal · Mutual fund | $862K | 3.5% |
| Principal LDI Intrm Duration Sep Account-Z Principal · Mutual fund | $840K | 3.4% |
| Principal SmallCap Value II SA-Z Principal · Mutual fund | $461K | 1.9% |
Added 3 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal Ldi Long Duration Sa-Z | $7.9M |
| DroppedPrincipal Core Fix Inc Sep Account-Z | $4.8M |
| DroppedPrin Diversified Intl SA-Z | $2.0M |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Aeron Riordon Independent Actuaries, Inc. Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.