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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,990 |
20 funds of $250K or more; 11 lines in all, holding $172M of the plan's $207M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $62.1M | 36.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $44.5M | 25.9% |
| Registered Principal Equity Fund Principal · Mutual fund Recordkeeper's own fund | $18.7M | 10.9% |
| Registered Principal Balanced Fund Principal · Mutual fund Recordkeeper's own fund | $17.4M | 10.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $9.1M | 5.3% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $6.0M | 3.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 3.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 2.8% |
| Registered Investment Company Principal Principal · Mutual fund Recordkeeper's own fund | $1.6M | 0.9% |
| Retirement Fund Principal · Mutual fund Recordkeeper's own fund | $1.1M | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.