Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $199,411 |
CROWE LLP2+ years Service code 49 · EIN 30-1506626 | Other Services | $30,450 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
24 funds hold $126M of the plan's $130M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, collective trust, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage | $14.2M | 11.3% |
| BlackRock Lpth Index 2035 G Fund BlackRock · Mutual fund Index | $13.7M | 10.9% |
| Fidelity Growth Company Commingled Pool Fidelity (FMR) · Collective trust | $10.8M | 8.6% |
| BlackRock LifePath Index Ret G Fund BlackRock · Mutual fund Index | $10.2M | 8.2% |
| BlackRock US Equity Index J Fund BlackRock · Mutual fund Index | $9.5M | 7.6% |
| BlackRock Lpth Index 2045 G Fund BlackRock · Mutual fund Index | $8.3M | 6.6% |
| BlackRock Lpth Index 2040 G Fund BlackRock · Mutual fund Index | $7.9M | 6.3% |
| BlackRock Lpth Index 2050 G Fund BlackRock · Mutual fund Index | $7.3M | 5.8% |
| PIMCO IV Stable Income Fund II Founders Class PIMCO (Allianz) · Stable value Stable value | $6.7M | 5.4% |
| BlackRock Lpth Index 2055 G Fund BlackRock · Mutual fund Index | $6.2M | 5.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGalliard Stable Return E Fund | $7.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.