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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 | $38,207 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,000 |
10 funds of $250K or more; 13 lines in all, holding $8.1M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.4M | 53.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 15.7% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $1.1M | 13.1% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $530K | 6.5% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $400K | 4.9% |
| Pioneer Select Mid Cap Growth Fund: Class K Victory Capital · Mutual fund | $200K | 2.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $161K | 2.0% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $52K | 0.6% |
| DFA Emerging Markets Core Equity 2 I Fund Dimensional · Mutual fund | $27K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.