Filings through .
Filed May 6, 2010
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $152,276 |
BRIDGEPORT FINANCIAL ADV1 year Service code 27 | Advisory (Plan) | $67,947 |
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,253 |
Service code 27 · EIN 92-2194008 | Advisory (Plan) | $30,271 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 49 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Other Services | $29,851 |
NATIONAL BENEFIT SERVICES, LLC11+ years Service code 13 · EIN 20-3886993 430 W 7TH STREET · KANSAS CITY, MO 64105 | Contract Administrator | $27,961 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 | Contract Administrator | $24,772 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTART INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
20 funds of $250K or more; 24 lines in all, holding $58.6M of the plan's $60.3M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Principal LifeTime, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 13 vintages | $49.1M | 83.9% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.1M | 3.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.6% |
| Fully Benefit-Responsive Principal Life Insurance Company Principal · Insurance contract | $1.4M | 2.3% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $784K | 1.3% |
| Blackrock Adv Intl K Fund BlackRock · Mutual fund | $628K | 1.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $603K | 1.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $466K | 0.8% |
| Fidelity Adv Tech Z Fund Fidelity (FMR) · Mutual fund | $396K | 0.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $395K | 0.7% |
Added 1 fund, dropped 22 funds, likely replaced 4 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2060 Fund Investor Shares to Principal LifeTime Hybrid 2030 Fund R-6 | $9.5M to $49.1M |
| DroppedVanguard Wellington Fund Investor Shares | $8.7M |
| DroppedAmerican Funds Growth Fund of Amer R6 | $2.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.