Filings through .
Filed October 10, 2016
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 GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $19,534 |
18 funds of $250K or more; 11 lines in all, holding $48.4M of the plan's $49.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $29.1M | 60.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $8.3M | 17.1% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.2M | 6.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $2.1M | 4.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.8M | 3.6% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.5M | 3.1% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $908K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $715K | 1.5% |
| Columbia Strategic Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $668K | 1.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $138K | 0.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.