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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,843 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $34,344 |
LPL FINANCIAL5 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $13,432 |
15 funds of $250K or more; 17 lines in all, holding $35.8M of the plan's $36.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $11.6M | 32.4% |
| Principal Core Fixed Principal · Mutual fund Recordkeeper's own fund | $4.2M | 11.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 11.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 8.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 7.6% |
| Principal Div Intl R6 Fund Principal · Mutual fund Recordkeeper's own fund | $2.2M | 6.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 5.8% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 5.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $703K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $678K | 1.9% |
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.