Filings through .
Filed December 29, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,424 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $36,423 |
PENSION PLAN SPECIALISTS, PC8 years Service code 49 · EIN 26-1570786 | Other Services | $5,946 |
16 funds hold $13.1M of the plan's $13.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $8.4M | 63.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $861K | 6.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $753K | 5.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $522K | 4.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $422K | 3.2% |
| Vgd Ttl Intl Stk Index Adm Fd Manager not matched · Mutual fund Index | $291K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $288K | 2.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $282K | 2.1% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $247K | 1.9% |
| Principal Lifetime Hybrid Income CIT Principal · Collective trust Recordkeeper's own fund | $230K | 1.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.