Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,622 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
8 funds of $250K or more; 12 lines in all, holding $6.4M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.6M | 25.8% |
| Insurance Company General Princip Manager not matched · Insurance contract | $1.4M | 21.2% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $641K | 10.1% |
| Prin Ldi Long Duration Sa-R6 Principal · Insurance contract Recordkeeper's own fund | $591K | 9.3% |
| Prin Core Plus Bd Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $553K | 8.7% |
| Principal Div Real Asset Sa-R6 Principal · Insurance contract Recordkeeper's own fund | $461K | 7.2% |
| Prin LargeCap Growth I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $312K | 4.9% |
| Prin Short-Term Income SA-R6 Principal · Insurance contract Recordkeeper's own fund | $305K | 4.8% |
| Prin LargeCap Value III SA-R6 Principal · Insurance contract Recordkeeper's own fund | $218K | 3.4% |
| Prin SmallCap Growth I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $173K | 2.7% |
Dropped 8 funds.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal U.S. Property Separate Account | $746K |
| DroppedPrincipal Common stock | $634K |
| DroppedPrincipal LDI Long Duration Separate Account | $574K |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Gayoun You Principal Financial Group Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.