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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $29,568 |
13 funds hold $20.9M of the plan's $21.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $18.5M | 88.4% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $835K | 4.0% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $815K | 3.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $287K | 1.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $144K | 0.7% |
| State Street Global All Cap Equity ex-U.S. Index Fund State Street (SSgA) · Collective trust Index | $110K | 0.5% |
| State Street U.S. Bond Index Securities Fund State Street (SSgA) · Collective trust Index | $107K | 0.5% |
| SSgA S&P Midcap Index State Street (SSgA) · Collective trust Index | $65K | 0.3% |
| State Street Russell Small Cap Index Fund State Street (SSgA) · Collective trust Index | $36K | 0.2% |
| Eupac Fund Capital Group · Mutual fund | $8K | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.