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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $20,002 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,505 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 13 lines in all, holding $9.0M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $5.6M | 62.3% |
| Large Cap S&P 500 Index account Manager not matched · Mutual fund Index | $1.1M | 12.6% |
| Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Mutual fund | $795K | 8.9% |
| New World Fund Capital Group · Mutual fund | $361K | 4.0% |
| MidCap S&P 400 Index Separate Account Manager not matched · Separate account Index | $238K | 2.7% |
| SmallCap S&P 600 Index Separate Account Manager not matched · Separate account Index | $204K | 2.3% |
| Investments at contact value: Principal Fixed Income Guaranteed Option Fund Principal · Insurance contract Recordkeeper's own fund | $203K | 2.3% |
| PIMCO International Bond Fund PIMCO (Allianz) · Mutual fund | $134K | 1.5% |
| Janus Henderson Mid Cap Value Fund Janus Henderson · Mutual fund | $126K | 1.4% |
| Mid Cap Growth Account Manager not matched · Separate account | $73K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.