Filings through .
Filed January 30, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $25,677 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,181 |
ECONOMIC GROUP PENSION SERVICES3+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $7,158 |
6 funds of $250K or more; 17 lines in all, holding $4.7M of the plan's $4.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $4.2M | 89.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $260K | 5.6% |
| Guaranteed Investment Contract Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $84K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $81K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $19K | 0.4% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $13K | 0.3% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $8K | 0.2% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $8K | 0.2% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $7K | 0.1% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $6K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.