Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $45,930 |
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $16,502 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,988 |
13 funds of $250K or more; 29 lines in all, holding $12.5M of the plan's $12.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.0M | 23.9% |
| BlackRock 60/40 Trgt All K Fd BlackRock · Mutual fund | $2.5M | 19.7% |
| BlackRock 80/20 Trgt Allo K Fd BlackRock · Mutual fund | $1.8M | 14.1% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.2M | 9.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 8.6% |
| BlackRock 40/60 Trgt Allo K Fd BlackRock · Mutual fund | $639K | 5.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $436K | 3.5% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $290K | 2.3% |
| Prin SAM Strat Growth SA-Z Principal · Insurance contract Recordkeeper's own fund | $267K | 2.1% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $263K | 2.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.