Filings through .
Filed May 29, 2003
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 | $53,435 |
8 funds of $250K or more; 13 lines in all, holding $7.2M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $6.2M | 86.1% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $513K | 7.2% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $178K | 2.5% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $83K | 1.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $75K | 1.0% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $54K | 0.8% |
| Registered BlackRock iShs Russ 2000 SC Index K Fund BlackRock · Mutual fund Index | $27K | 0.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 0.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $16K | 0.2% |
| Pgim Jennison Growth Fund Class R6 Prudential (PGIM) · Mutual fund | $13K | 0.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.