Filings through .
Filed December 2, 2011
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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $117,327 |
DA DAVIDSON & CO3 years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 | Advisory (Plan) | $68,779 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
18 funds hold $43.4M of the plan's $76.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity LargeCap S&P 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.9M | 20.5% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.8M | 13.3% |
| JP Morgan LargeCap Growth R6 JPMorgan · Mutual fund | $4.9M | 11.3% |
| Principal Mid-Cap Blend Separate Account Principal · Separate account Recordkeeper's own fund | $4.7M | 10.8% |
| JPMorgan Small Cap Blend Fund JPMorgan · Separate account | $2.9M | 6.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 5.1% |
| MFS Value A Fund MFS (Sun Life) · Mutual fund | $1.9M | 4.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.9M | 4.3% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Collective trust | $1.8M | 4.1% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $1.8M | 4.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.