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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $133,264 |
23 funds of $250K or more; 15 lines in all, holding $69.4M of the plan's $74.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, other, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $47.2M | 68.0% |
| NT Collective S&P 500 Index Fund - DC - Non Lending - Tier 4 Northern Trust · Collective trust Index | $8.7M | 12.5% |
| Stable Value Separate Account Allspring · Stable value Stable value | $3.7M | 5.4% |
| Harbor Capital Appreciation Trust Harbor Capital · Collective trust | $2.3M | 3.3% |
| Nomura Small Cap Value Fund Manager not matched · Separate account | $1.7M | 2.4% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $1.1M | 1.6% |
| Northern Trust Collective All Country World Ex-Us Index Fund - DC - Non-lending - Tier 4 Northern Trust · Collective trust Index | $1.1M | 1.6% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Separate account | $833K | 1.2% |
| Northern Collective Extended Equity Market Index Fund - DC - Non-Lending - Tier 4 Northern Trust · Collective trust Index | $701K | 1.0% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Separate account | $614K | 0.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.