Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $236,113 |
HAGWOOD-TOMODA/MORGAN2 years Filed as: THE HAGWOOD TOMODA GROUP Service code 27 · EIN 13-5674085 | Advisory (Plan) | $68,859 |
RBT CPAS, LLP5 years Filed as: RBT CPA'S Service code 10 · EIN 14-1604297 | Accounting | $14,500 |
14 funds of $250K or more; 16 lines in all, holding $76.9M of the plan's $78.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Commingled/Common Trust Funds: Principal Ldi Interm Dr Sep Acct-Z Principal · Collective trust Recordkeeper's own fund | $17.5M | 22.7% |
| Principal Ldi Long Duration Sa-Z Principal · Mutual fund Recordkeeper's own fund | $14.3M | 18.5% |
| Carillon Scout Mid Cap Fund Raymond James · Mutual fund | $9.4M | 12.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 8.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $5.1M | 6.6% |
| Goldman Sachs International Equity Insights Fund Goldman Sachs · Mutual fund | $4.4M | 5.7% |
| Foreign Nomura Small Cap Core Fund Manager not matched · Mutual fund | $4.2M | 5.5% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $3.9M | 5.0% |
| New World Fund Manager not matched · Mutual fund | $3.7M | 4.8% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $2.6M | 3.3% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS Research International Fund to Goldman Sachs International Equity Insights Fund | $3.7M to $4.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Mike Brown Principal Financial Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.