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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,961 |
FOUNDATION RISK PARTNERS1 year Filed as: FOUNDATION RISK PARTNERS CORP Service code 49 · EIN 81-5191759 | Other Services | $1,503 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 15 lines in all, holding $14.1M of the plan's $14.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $3.5M | 25.0% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $3.0M | 21.3% |
| Principal LifeTime Principal · Insurance contract Target-date, 5 vintagesRecordkeeper's own fund | $2.1M | 14.8% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.9M | 13.5% |
| Common/Collective Trust Principal Global Investors Trust Co Principal · Stable value Stable valueRecordkeeper's own fund | $1.2M | 8.9% |
| rate of interest, collateral, par or maturity value. Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $601K | 4.3% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $537K | 3.8% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $280K | 2.0% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $274K | 1.9% |
| Prin MidCap Growth Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $182K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.