Filings through .
Filed September 20, 2013 (most recent of 2 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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $65,027 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0676865 | Advisory (Plan) | $20,822 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
12 funds of $250K or more; 13 lines in all, holding $10.1M of the plan's $11.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.2M | 71.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $800K | 7.9% |
| Harbor Capital App Ret Fund Harbor Capital · Mutual fund | $593K | 5.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $395K | 3.9% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $279K | 2.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $274K | 2.7% |
| Franklin Utilities Fund Class R6 Franklin Templeton · Mutual fund | $144K | 1.4% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $120K | 1.2% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $75K | 0.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $74K | 0.7% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Mid Cap Index Fund | $280K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.