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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $100,444 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $93,284 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
20 funds hold $26.7M of the plan's $27.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Manager not matched · Collective trust Target-date, 12 vintages | $16.6M | 62.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 8.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 6.8% |
| Fixed Income Guaranteed Option Manager not matched · Insurance contract | $1.4M | 5.2% |
| Janus Henderson Enterprise Collective Fund Class U Janus Henderson · Collective trust | $688K | 2.6% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $600K | 2.2% |
| Putnam Large Cap Value Trust II Class U Franklin Templeton · Collective trust | $571K | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $552K | 2.1% |
| Pgim Total Return Bond Class U Prudential (PGIM) · Collective trust | $454K | 1.7% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $399K | 1.5% |
Added 3 funds, dropped 2 funds, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $2.3M |
| ReplacedHighLargeCap Growth Fund I R-6 to JPMorgan Large Cap Growth Fund Class R6 | $1.7M to $1.8M |
| DroppedPrincipal MidCap R6 | $754K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.