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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $42,234 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,768 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
7 funds of $250K or more; 21 lines in all, holding $6.3M of the plan's $6.4M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Contract (Fbric) Principal Life Insurance Co Principal Fixed Income Guaranteed Option Principal · Insurance contract | $1.9M | 30.7% |
| Principal Core Fixed Income Separate Ac-Z Principal · Insurance contract | $1.3M | 20.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $786K | 12.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $379K | 6.0% |
| Principal LargeCap Value III Separate Ac-Z Principal · Insurance contract | $338K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $296K | 4.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $278K | 4.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $241K | 3.8% |
| Fidelity Advisor Mid Cap Value Z Fund Fidelity (FMR) · Mutual fund | $201K | 3.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintagesRecordkeeper's own fund | $193K | 3.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.