Filings through .
Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $19,694 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,964 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
12 funds of $250K or more; 24 lines in all, holding $8.9M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.3M | 59.5% |
| LargeCap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $881K | 9.9% |
| Amcap Fund Capital Group · Mutual fund | $482K | 5.4% |
| Capital Research and Mgmt Co Capital Group · Mutual fund | $474K | 5.4% |
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $449K | 5.1% |
| Eupac Fund Capital Group · Mutual fund | $232K | 2.6% |
| Fidelity New Market Income Fund Fidelity (FMR) · Mutual fund | $163K | 1.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $158K | 1.8% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $113K | 1.3% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $102K | 1.1% |
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.
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.