Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $115,654 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $29,936 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
14 funds of $250K or more; 22 lines in all, holding $14.0M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $9.2M | 65.5% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $2.5M | 18.0% |
| As certified by Principal Trust Company: Shares of mutual funds: Franklin Mutual Advisers, LLC Franklin Templeton · Collective trust | $636K | 4.5% |
| Principal LargeCap Growth I Separate Account Principal · Separate account Recordkeeper's own fund | $303K | 2.2% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $295K | 2.1% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $252K | 1.8% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $247K | 1.8% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $95K | 0.7% |
| Invesco Corporate Bond Fund Class R6 Invesco · Mutual fund | $85K | 0.6% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $77K | 0.5% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.