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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $103,337 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $79,526 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
21 funds of $250K or more; 14 lines in all, holding $50.5M of the plan's $50.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $27.7M | 54.9% |
| Principal Fixed Income Option 401 /(k) Principal · Insurance contract Recordkeeper's own fund | $6.9M | 13.7% |
| Principal Large Cap Growth Fund I Principal · Mutual fund Recordkeeper's own fund | $3.1M | 6.2% |
| Principal Large Cap S&P 500 Index Principal · Mutual fund IndexRecordkeeper's own fund | $3.1M | 6.2% |
| American Funds Washington Mutual Inv R3 Capital Group · Mutual fund | $1.5M | 3.0% |
| Real Estate Securities Fund R-5 Principal · Mutual fund Recordkeeper's own fund | $1.3M | 2.6% |
| MidCap S&P 400 Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $1.3M | 2.6% |
| MFS International Diversification Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $1.3M | 2.5% |
| Prin Lg Cap Value III SA Principal · Mutual fund Recordkeeper's own fund | $1.2M | 2.3% |
| Bond Market Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.