Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $171,441 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 17 · EIN 83-1143379 | Pension Consulting | $97,266 |
Filed as: LANCE, SOLL & LUNGHARD Service code 10 · EIN 95-2700123 | Accounting | $29,715 |
23 funds of $250K or more; 16 lines in all, holding $136M of the plan's $151M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $110M | 80.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.9M | 6.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $4.1M | 3.0% |
| Morley Capital Management - Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.4M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.3% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.5M | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.0% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $966K | 0.7% |
| American Balanced Fund Capital Group · Mutual fund | $727K | 0.5% |
| The Bond Fund of America Manager not matched · Mutual fund | $711K | 0.5% |
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changePrincipal LifeTime 2040 Trust to Principal LifeTime 2040 Trust | $84.3M to $110M |
| DroppedCommon/Collective Trust Principal G | $2.8M |
| AddedThe Bond Fund of America | $711K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 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.
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.