Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $91,234 |
S B H U LIFE AGENCY INC7 years Service code 49 · EIN 13-2896238 | Other Services | $40,633 |
COASTAL PENSION SERVICES5 years Service code 49 · EIN 52-1053785 | Other Services | $9,962 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
14 funds of $250K or more; 21 lines in all, holding $24.7M of the plan's $25.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages | $14.4M | 58.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.7M | 18.9% |
| American Fund Service Company Capital Group · Mutual fund | $1.5M | 6.1% |
| Vanguard Strategic Equity Investment Fund Vanguard · Mutual fund | $716K | 2.9% |
| Principal Large Cap Growth Separate Account Principal · Insurance contract Recordkeeper's own fund | $679K | 2.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $618K | 2.5% |
| Inflation-Linked Bond Account TIAA (Nuveen) · Mutual fund | $616K | 2.5% |
| Principal Fixed Income Guaranteed O Principal · Insurance contract Recordkeeper's own fund | $373K | 1.5% |
| PIMCO Government Money Market Fund PIMCO (Allianz) · Money market | $247K | 1.0% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $151K | 0.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Ftse All-World ex-US Index Fund Admiral Shares | $328K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.