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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $38,534 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,706 |
18 funds of $250K or more; 20 lines in all, holding $31.4M of the plan's $32.1M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $5.1M | 16.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.7M | 11.8% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $3.5M | 11.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 9.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 4.6% |
| Invesco Emerging Markets All Cap Fund Invesco · Mutual fund | $1.3M | 4.2% |
| Eupac Fund Capital Group · Mutual fund | $1.3M | 4.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $1.3M | 4.1% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 4.1% |
| Fidelity Strategic Income Fund Fidelity (FMR) · Mutual fund | $1.3M | 4.0% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.