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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $14,260 |
Service code 49 · EIN 46-4698880 | Other Services | $1,270 |
5 funds of $250K or more; 20 lines in all, holding $3.7M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $2.1M | 57.9% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $484K | 13.2% |
| Principal Stable Value Sgnture Principal · Stable value Stable valueRecordkeeper's own fund | $357K | 9.7% |
| Prin LgCap S&P 500 Index SA-R3 Principal · Insurance contract IndexRecordkeeper's own fund | $196K | 5.3% |
| Prin Diversified Intl SA-R3 Principal · Insurance contract Recordkeeper's own fund | $116K | 3.1% |
| Prin LargeCap Growth I SA-R3 Principal · Insurance contract Recordkeeper's own fund | $86K | 2.4% |
| Prin SAM Cons Growth SA-R3 Principal · Insurance contract Recordkeeper's own fund | $75K | 2.0% |
| Prin MidCap S&P 400 Index SA-R3 Principal · Insurance contract IndexRecordkeeper's own fund | $61K | 1.7% |
| Prin SAM Balanced Sep Acct-R3 Principal · Insurance contract Recordkeeper's own fund | $57K | 1.6% |
| Prin SAM Strat Growth SA-R3 Principal · Insurance contract Recordkeeper's own fund | $21K | 0.6% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.