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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $45,667 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
11 funds of $250K or more; 24 lines in all, holding $9.6M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.6M | 16.2% |
| Prin LgCp S&P 500 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $1.3M | 13.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 11.3% |
| Principal Life Insurance Company Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $962K | 10.0% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $589K | 6.1% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $566K | 5.9% |
| Fidelity LgTrm Treas Bd Index Fd Fidelity (FMR) · Mutual fund Index | $544K | 5.6% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $542K | 5.6% |
| Prin MidCap S&P 400 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $312K | 3.2% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $288K | 3.0% |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.