Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,958 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $3,338 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
4 funds of $250K or more; 32 lines in all, holding $2.9M of the plan's $2.9M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa-Cref Lifcycle Index 2045 Fund TIAA (Nuveen) · Mutual fund Index | $450K | 15.6% |
| Tiaa-Cref Lifcycle Index 2030 Fund TIAA (Nuveen) · Mutual fund Index | $390K | 13.5% |
| Tiaa-Cref Lifcycle Index 2040 Fund TIAA (Nuveen) · Mutual fund Index | $281K | 9.7% |
| Tiaa-Cref Lifcycle Index 2050 Fund TIAA (Nuveen) · Mutual fund Index | $273K | 9.5% |
| Tiaa-Cref Lifcycle Index 2020 Fund TIAA (Nuveen) · Mutual fund Index | $229K | 7.9% |
| Tiaa-Cref Lifcycle Index 2025 Fund TIAA (Nuveen) · Mutual fund Index | $213K | 7.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $184K | 6.4% |
| Tiaa-Cref Lifcycle Index 2055 Fund TIAA (Nuveen) · Mutual fund Index | $118K | 4.1% |
| Tiaa-Cref Lifcycle Index 2035 Fund TIAA (Nuveen) · Mutual fund Index | $111K | 3.8% |
| Tiaa-Cref Lifcycle Index 2015 Fund TIAA (Nuveen) · Mutual fund Index | $70K | 2.4% |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.