Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,403 |
Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $37,275 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $20,946 |
23 funds of $250K or more; 15 lines in all, holding $63.8M of the plan's $64.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $24.4M | 38.2% |
| Principal LifeTime Principal · Collective trust Target-date, 1 vintageRecordkeeper's own fund | $8.6M | 13.4% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $8.4M | 13.1% |
| Ctivp - Principal Large Cap Growth Fund Principal · Mutual fund Recordkeeper's own fund | $7.6M | 11.9% |
| Equity Income Account Principal · Mutual fund Recordkeeper's own fund | $3.6M | 5.7% |
| MidCap Account Principal · Mutual fund Recordkeeper's own fund | $2.3M | 3.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 3.3% |
| Galliard Stable Return C Fund Allspring · Mutual fund | $1.6M | 2.5% |
| Pgim Total Ret Bond Prudential (PGIM) · Mutual fund | $1.4M | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.