Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $154,712 |
OSAIC WEALTH INC3 years Filed as: OSAIC WEALTH, INC Service code 49 · EIN 93-0987232 | Other Services | $25,098 |
ASSOCIATED PENSION CONSULTANTS11+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $11,027 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
25 funds hold $45.7M of the plan's $46.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $11.1M | 24.4% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $10.5M | 22.9% |
| Principal LifeTime Principal · Separate account Target-date, 2 vintagesRecordkeeper's own fund | $6.7M | 14.6% |
| Principal LargeCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $3.9M | 8.5% |
| Account Principal Trust Company Principal · Insurance contract Recordkeeper's own fund | $2.8M | 6.1% |
| Account American Funds Service Company Capital Group · Mutual fund | $1.5M | 3.3% |
| Principal Equity Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.4M | 3.1% |
| Principal Capital Appreciation Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.3M | 2.8% |
| Principal High Income Sep. Acct Principal · Insurance contract Recordkeeper's own fund | $1.2M | 2.7% |
| Principal High Yield I Separate Account Principal · Insurance contract Recordkeeper's own fund | $758K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.)
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.