Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,583 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,700 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
14 funds of $250K or more; 25 lines in all, holding $13.0M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.2M | 70.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $814K | 6.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $531K | 4.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $455K | 3.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $294K | 2.3% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $247K | 1.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $175K | 1.3% |
| Principal Life Insurance Company Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $171K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $151K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $149K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.