Filings through .
Filed November 8, 2014
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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $143,610 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $55,638 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $18,237 |
22 funds of $250K or more; 19 lines in all, holding $42.0M of the plan's $42.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $22.5M | 53.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 9.7% |
| Fidelity Growth Discovery Fund Fidelity (FMR) · Mutual fund | $3.4M | 8.1% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $2.2M | 5.3% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.0M | 4.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.4M | 3.4% |
| FullerThaler Behavioral Small-Cap Equity Fund Westwood · Mutual fund | $1.4M | 3.4% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $1.4M | 3.3% |
| Virtus KAR Mid-Cap Core Fund Class R6 Virtus · Mutual fund | $924K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $701K | 1.7% |
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 71,097 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).
The auditor signed off without reservation. This is the cleanest opinion.