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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $114,538 |
TRUOG-RYDING COMPANY, INC.8 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $18,359 |
OPPENHEIMER8 years Filed as: OPPENHEIMER & CO Service code 27 | Advisory (Plan) | $11,450 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 300 GALLERIA PKWY SE, SUITE 1100 · ATLANTA, GA 30339 | Advisory (Plan) | $10,721 |
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 125 BROAD ST 13TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
13 funds of $250K or more; 21 lines in all, holding $12.4M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $9.0M | 73.0% |
| Principal Fixed Income Guarantee Option Principal · Insurance contract Recordkeeper's own fund | $1.6M | 12.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $883K | 7.1% |
| Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs · Mutual fund | $366K | 3.0% |
| Principal Liquid Assets Separate Account Principal · Insurance contract Recordkeeper's own fund | $273K | 2.2% |
| Great Gray Large Cap Value Fund Manager not matched · Collective trust | $66K | 0.5% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $65K | 0.5% |
| Principal LifeTime Hybrid CIT Z Fund Principal · Collective trust Recordkeeper's own fund | $60K | 0.5% |
| New Perspective Fund Capital Group · Mutual fund | $16K | 0.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $12K | <0.1% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $883K |
| AddedGoldman Sachs Large Cap Growth Insights Fund | $366K |
| DroppedGoldman Sachs Gldmn Schs LCG Insights I Fd | $309K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.