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 | $11,565 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $0 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
8 funds of $250K or more; 23 lines in all, holding $6.3M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Principal.
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchPrincipal LifeTime 2020 Fund to flexPATH Retirepilot American Funds 2040 Fund Class R1 | $4.2M to $3.6M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.