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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $76,305 |
KESTRA FINANCIAL4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,195 |
FLORIDA RETIREMENT CONSULTANTS4+ years Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $12,635 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $0 |
15 funds of $250K or more; 26 lines in all, holding $17.7M of the plan's $18.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Short Term Bond Fund of AAM R 6 Fund Capital Group · Mutual fund | $2.8M | 15.5% |
| Lessor, or Similar Parties Collateral, Par, or Maturity Value Manager not matched · Mutual fund | $2.6M | 14.7% |
| Fidelity International Stock Fund Fidelity (FMR) · Mutual fund | $2.2M | 12.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 9.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $1.2M | 6.9% |
| Principal Midcap Value Fund Principal · Separate account Recordkeeper's own fund | $748K | 4.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $716K | 4.0% |
| Baird Short-Term Bond Fund Institutional Baird · Mutual fund | $695K | 3.9% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedLessor, or Similar Parties Collateral, Par, or Maturity Value | $2.6M |
| DroppedValue Mutual Funds Amer | $2.3M |
| AddedHeritage Fund | $554K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.