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 | $45,737 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
21 funds of $250K or more; 19 lines in all, holding $31.4M of the plan's $32.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $19.7M | 62.8% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $4.1M | 12.9% |
| Principal Global Investors Trust Co Prin LifeTime Hybr Inc CIT Z Principal · Collective trust Recordkeeper's own fund | $1.4M | 4.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 4.4% |
| Principal Life Insurance Company Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.1M | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $633K | 2.0% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $588K | 1.9% |
| Principal Div Intl R6 Fund Principal · Mutual fund Recordkeeper's own fund | $437K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $428K | 1.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $322K | 1.0% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCommon/Collective Trust Principal G | $4.1M |
| AddedPrincipal Global Investors Trust Co Prin LifeTime Hybr Inc CIT Z | $1.4M |
| DroppedVictory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 | $282K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.