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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 | $94,640 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,316 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
16 funds of $250K or more; 24 lines in all, holding $13.9M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $7.9M | 56.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 11.1% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $847K | 6.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $648K | 4.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $488K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $376K | 2.7% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $316K | 2.3% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $308K | 2.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $279K | 2.0% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $235K | 1.7% |
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Growth Index Fund Admiral Shares | $1.5M |
| ReplacedHighmaturity date, rate of interest, collateral, par, or Mutual Funds Vanguard to Pooled Separate Accounts Principal | $1.5M to $847K |
| AddedPIMCO Income Fund Institutional | $648K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines, 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.