Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $84,514 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,068 |
12 funds of $250K or more; 18 lines in all, holding $16.3M of the plan's $17.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $11.7M | 71.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 8.4% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $947K | 5.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $620K | 3.8% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $441K | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $226K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $201K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $184K | 1.1% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $177K | 1.1% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $144K | 0.9% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity LC Gr Index Fund | $947K |
| DroppedT. Rowe Price Large-Cap Growth Fund | $829K |
| DroppedJPMorgan Equity Income Fund Class R6 | $502K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.