Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $52,097 |
ASCENSUS LLC6 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $12,380 |
4 funds of $250K or more; 14 lines in all, holding $3.1M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.6M | 82.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $187K | 6.0% |
| Vanguard Utilities Index Fund Admiral Shares Vanguard · Mutual fund Index | $124K | 4.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $86K | 2.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $68K | 2.2% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 1.1% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $17K | 0.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $11K | 0.4% |
| DFA Intl Core Equity 2 I Fd Dimensional · Mutual fund | $9K | 0.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.1% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.