Filings through .
Filed April 23, 2008
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,373 |
23 funds of $250K or more; 19 lines in all, holding $49.9M of the plan's $51.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $30.4M | 60.8% |
| Principal LifeTime Principal · Collective trust Target-date, 1 vintageRecordkeeper's own fund | $7.2M | 14.4% |
| Principal Large Cap Growth Principal · Separate account Recordkeeper's own fund | $3.1M | 6.3% |
| Fully benefit-responsive investment contract - Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.6M | 5.1% |
| LargeCap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $2.4M | 4.9% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $663K | 1.3% |
| SmallCap Growth Fund I Principal · Mutual fund Recordkeeper's own fund | $525K | 1.1% |
| MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $402K | 0.8% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $341K | 0.7% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $331K | 0.7% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.