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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,611 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,948 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
11 funds of $250K or more; 18 lines in all, holding $12.0M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $10.9M | 91.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $308K | 2.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $298K | 2.5% |
| Schwab Fund US Large Cmp Index Fund Charles Schwab · Mutual fund Index | $92K | 0.8% |
| T. Rowe Price Funds T. Rowe Price Hlth Sci I Fd T. Rowe Price · Mutual fund | $56K | 0.5% |
| Blackrock Strat Gbl Bond K Fund BlackRock · Mutual fund | $51K | 0.4% |
| Franklin Income Fund Class R6 Franklin Templeton · Mutual fund | $42K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 0.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $29K | 0.2% |
| Fidelity Adv High Inc Advant Z Fund Fidelity (FMR) · Mutual fund | $28K | 0.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.