Filings through .
Filed September 7, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $72,000 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $38,465 |
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854432 | Advisory (Plan) | $8,803 |
14 funds of $250K or more; 15 lines in all, holding $14.4M of the plan's $14.7M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.7M | 46.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 21.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 8.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 7.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $518K | 3.6% |
| Artisan International Fund Investor Shares Artisan Partners · Mutual fund | $428K | 3.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $358K | 2.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $324K | 2.2% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $302K | 2.1% |
| Victory Syca Sm Co Opp I Fund Victory Capital · Mutual fund | $219K | 1.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.