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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC10+ years Service code 49 · EIN 39-1236032 | Other Services | $42,576 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,911 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $16,906 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
25 funds of $250K or more; 17 lines in all, holding $46.2M of the plan's $52.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $18.9M | 41.0% |
| Prin LargeCap Growth I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $5.7M | 12.3% |
| Principal Life Insurance Company Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $4.0M | 8.6% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.0M | 6.4% |
| Prin Core Plus Bd Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $1.9M | 4.1% |
| Prin Diversified Intl SA-R6 Principal · Insurance contract Recordkeeper's own fund | $1.5M | 3.3% |
| Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $1.4M | 3.0% |
| Prin MidCap Value I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $1.3M | 2.8% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $1.3M | 2.7% |
| Prin LargeCap Value III SA-R6 Principal · Insurance contract Recordkeeper's own fund | $1.2M | 2.7% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.