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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 | $62,839 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
16 funds of $250K or more; 12 lines in all, holding $24.4M of the plan's $25.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 7 vintagesRecordkeeper's own fund | $10.2M | 41.8% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $5.7M | 23.3% |
| Principal Large Cap Growth Principal · Separate account Recordkeeper's own fund | $1.7M | 7.1% |
| SmallCap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $991K | 4.1% |
| MidCap Growth Fund Principal · Separate account Recordkeeper's own fund | $966K | 4.0% |
| Diversified International Fund Principal · Separate account Recordkeeper's own fund | $940K | 3.9% |
| MidCap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $939K | 3.9% |
| Principal Guaranteed Interest Fund Principal · Insurance contract Recordkeeper's own fund | $810K | 3.3% |
| SmallCap Value Fund II Principal · Separate account Recordkeeper's own fund | $716K | 2.9% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $710K | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.