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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $67,011 |
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $57,708 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,011 |
14 funds of $250K or more; 16 lines in all, holding $19.0M of the plan's $19.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $15.1M | 79.4% |
| Principal LgCap S&P 500 Index Sep Acct+ Principal · Separate account IndexRecordkeeper's own fund | $831K | 4.4% |
| Vanguard MidCap Val ldx Adm Fund Vanguard · Mutual fund | $643K | 3.4% |
| Vanguard Ftse Soc ldx Adm Fd Vanguard · Mutual fund | $600K | 3.2% |
| T. Rowe Price LargeCap Growth I Separate Account T. Rowe Price · Separate account | $398K | 2.1% |
| Vanguard Vgd Ttl Intl Stk ldx Adm Fd Vanguard · Mutual fund | $365K | 1.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $236K | 1.2% |
| Principal Lifetime Hybrid Income CIT Principal · Collective trust Recordkeeper's own fund | $209K | 1.1% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $200K | 1.1% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $121K | 0.6% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price LargeCap Growth I Separate Account | $398K |
| AddedVanguard Vgd Ttl Intl Stk ldx Adm Fd | $365K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.