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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH LP Service code 27 · EIN 93-1244319 | Advisory (Plan) | $81,640 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $52,774 |
17 funds of $250K or more; 15 lines in all, holding $42.6M of the plan's $45.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $32.1M | 75.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 8.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 4.8% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.6M | 3.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $641K | 1.5% |
| Vanguard Group Vanguard MidCp Grth Index Adm Fd Vanguard · Mutual fund Index | $593K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $465K | 1.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $410K | 1.0% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $371K | 0.9% |
| Vanguard RE Index Adm Fund Vanguard · Mutual fund Index | $192K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.