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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $96,883 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
22 funds of $250K or more; 14 lines in all, holding $111M of the plan's $114M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $69.4M | 62.5% |
| State Street SP 500 Index SEC LND SER II State Street (SSgA) · Mutual fund Index | $15.5M | 13.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7.6M | 6.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 4.0% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $3.3M | 3.0% |
| SSgA Russell SC Index Sec Lnd II State Street (SSgA) · Mutual fund Index | $1.9M | 1.7% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $1.6M | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 1.4% |
| BlackRock Advtg Sm Cap Core K ^ BlackRock · Mutual fund | $1.5M | 1.3% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.5M | 1.3% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changePrincipal LifeTime 2035 Trust to Principal LifeTime 2045 Trust | $53.7M to $69.4M |
| ReplacedHighFidelity 500 Index Fund to State Street SP 500 Index SEC LND SER II | $10.2M to $15.5M |
| AddedSSgA Russell SC Index Sec Lnd II | $1.9M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.