Filings through .
Filed June 26, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $84,634 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,107 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
27 funds of $250K or more; 20 lines in all, holding $48.4M of the plan's $49.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $21.5M | 44.5% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $5.7M | 11.9% |
| LargeCap Growth Fund I R-5 Principal · Mutual fund Recordkeeper's own fund | $4.0M | 8.2% |
| Am Fds Grth Fd of Am R4 Fund Manager not matched · Mutual fund | $2.9M | 6.0% |
| SmallCap S&P 600 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $2.0M | 4.1% |
| MidCap S&P 400 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $1.7M | 3.6% |
| MFS Value Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $1.5M | 3.2% |
| JP Morgan CorePlus Bnd I Fd JPMorgan · Mutual fund | $1.5M | 3.0% |
| JPMorgan Equity Income I Fund JPMorgan · Mutual fund | $1.1M | 2.3% |
| Am Fds EuroPacific Grth R4 Fd Capital Group · Mutual fund | $1.1M | 2.3% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.