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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $69,881 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $34,864 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
24 funds of $250K or more; 22 lines in all, holding $37.7M of the plan's $38.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $18.6M | 49.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.3M | 19.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.5M | 4.0% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $1.4M | 3.8% |
| Principal Life Insurance Company Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.4M | 3.7% |
| Principal Funds Inc Principal Bond Mkt Ind Inst Fd Principal · Mutual fund IndexRecordkeeper's own fund | $1.0M | 2.7% |
| Great Gray Large Cap Growth Fund II Manager not matched · Collective trust | $991K | 2.6% |
| Principal Life Insurance Company Fixed Income Guarantee Option Principal · Insurance contract Recordkeeper's own fund | $861K | 2.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $751K | 2.0% |
| Great Gray Trust Company International Growth II Rl Fund Manager not matched · Collective trust | $711K | 1.9% |
Added 4 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds American Mutual R6 | $1.4M |
| ReplacedHighAmerican Funds NewPrsp R6 Fnd to PIMCO Real Return Fund Institutional | $311K to $458K |
| AddedNEW Perspective Fund Class R-6 | $390K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
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.