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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $80,350 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $930 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 36 lines in all, holding $20.7M of the plan's $21.1M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $2.8M | 13.6% |
| Principal Liquid Assets Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $2.7M | 13.2% |
| Great Gray flexPATH Index Moderate 2045 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.8M | 8.8% |
| Great Gray flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.2M | 5.8% |
| Great Gray flexPATH Index Moderate 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.0M | 4.9% |
| Great Gray Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class R1 | $730K | 3.5% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $705K | 3.4% |
| MFS Aggressive Growth Allocation Fund R6 MFS (Sun Life) · Mutual fund | $705K | 3.4% |
| Great Gray flexPATH Index Aggressive 2045 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $703K | 3.4% |
| Principal Small Cap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $680K | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.