Filings through .
Filed April 8, 2015
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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,011 |
TBS AGENCY INC3 years Service code 49 · EIN 52-1473914 | Other Services | $7,653 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
6 funds of $250K or more; 15 lines in all, holding $3.7M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $2.0M | 55.1% |
| T. Rowe Price Blue Chip Growth R Fund T. Rowe Price · Mutual fund | $715K | 19.2% |
| Principal Large Cap S&P 500 Index SA-R3 Principal · Insurance contract IndexRecordkeeper's own fund | $355K | 9.5% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $132K | 3.6% |
| Prin SmallCap Growth I SA-R3 Principal · Insurance contract Recordkeeper's own fund | $127K | 3.4% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $117K | 3.1% |
| Principal International I SA R3 Principal · Insurance contract Recordkeeper's own fund | $87K | 2.3% |
| NEW World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $47K | 1.3% |
| Fidelity Advisor Capital & Income Fund Fidelity (FMR) · Mutual fund | $29K | 0.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $26K | 0.7% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.