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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,507 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $21,344 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 · EIN 14-1624930 | Contract Administrator | $17,020 |
11 funds of $250K or more; 35 lines in all, holding $9.0M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $5.9M | 65.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $679K | 7.5% |
| Principal Large S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $601K | 6.7% |
| Alger Capital Appreciation Fund Class Z Manager not matched · Mutual fund | $419K | 4.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $290K | 3.2% |
| The cost of participant-directed investments is not required to be disclosed- w Manager not matched · Other | $185K | 2.0% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $176K | 2.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $100K | 1.1% |
| Principal Bond Market Index SA Z Principal · Separate account IndexRecordkeeper's own fund | $95K | 1.1% |
| l)@G) Mutual Funds: Ameri Manager not matched · Mutual fund | $89K | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.