Filings through .
Filed May 21, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $139,956 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 49 · EIN 33-0818667 | Other Services | $39,492 |
DOEREN MAYHEW8 years Filed as: DOEREN MAYHEW & CO, P.C. Service code 10 · EIN 38-2492570 | Accounting | $10,000 |
4 funds hold $18.4M of the plan's $22.9M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| $ 15,970,468 Manager not matched · Collective trust | $16.7M | 91.0% |
| Receivables: Employer contributions Manager not matched · Other | $727K | 4.0% |
| Pooled Separate Accounts Manager not matched · Separate account | $655K | 3.6% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $264K | 1.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.