Filings through .
Filed July 18, 1
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 |
|---|---|---|
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $27,842 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $17,713 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
14 funds of $250K or more; 27 lines in all, holding $13.0M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $10.0M | 77.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $704K | 5.4% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $586K | 4.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $426K | 3.3% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $294K | 2.3% |
| Principal Guaranteed Option, at contract value Principal · Insurance contract Recordkeeper's own fund | $284K | 2.2% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $115K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $93K | 0.7% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $83K | 0.6% |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $51K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.