Filings through .
Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $35,042 |
Service code 49 · EIN 52-2114207 | Other Services | $25,232 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 26 lines in all, holding $12.7M of the plan's $13.4M. From the 2025 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, 13 vintagesRecordkeeper's own fund | $7.7M | 60.2% |
| LargeCap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $1.3M | 9.8% |
| Capital Research and Mgmt Co Capital Group · Mutual fund | $597K | 4.7% |
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $556K | 4.4% |
| Blue Chip Fund Principal · Mutual fund Recordkeeper's own fund | $514K | 4.0% |
| Eupac Fund Capital Group · Mutual fund | $353K | 2.8% |
| Fidelity New Market Income Fund Fidelity (FMR) · Mutual fund | $196K | 1.5% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $196K | 1.5% |
| T. Rowe Price International Value Equity Fund T. Rowe Price · Mutual fund | $169K | 1.3% |
| American Balanced Fund Capital Group · Mutual fund | $164K | 1.3% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlue Chip Fund | $514K |
| DroppedAmcap Fund | $482K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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.