Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $16,080 |
12 funds of $250K or more; 24 lines in all, holding $20.6M of the plan's $22.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 20.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 15.1% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 12.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 11.6% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $2.2M | 10.8% |
| Vanguard Int-Tm Treas Index Adm Vanguard · Mutual fund Index | $1.4M | 7.0% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 6.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $753K | 3.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $711K | 3.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $638K | 3.1% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity LC Gr Index Fund | $2.5M |
| DroppedFidelity Large Cap Growth Index Fund | $1.5M |
| DroppediShares U.S. Aggregate Bond Index Fund | $859K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.