Filings through .
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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 | $10,232 |
INFINITY FINANCIAL SERVICES5 years Filed as: INFINITY ASSURANCE GROUP Service code 49 · EIN 33-0951448 | Other Services | $5,738 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
1 fund of $250K or more; 10 lines in all, holding $981K of the plan's $1.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $844K | 86.0% |
| Prin LgCap S&P 500 Index SA-R1 Principal · Insurance contract IndexRecordkeeper's own fund | $113K | 11.5% |
| Prin MidCap S&P 400 Index SA-R1 Principal · Insurance contract IndexRecordkeeper's own fund | $10K | 1.0% |
| Prin SmCap S&P 600 Index SA-R1 Principal · Insurance contract IndexRecordkeeper's own fund | $5K | 0.5% |
| Prin Largecap Growth I Sa-R1 Principal · Insurance contract Recordkeeper's own fund | $2K | 0.2% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $2K | 0.2% |
| Principal Stable Value Sgnture Principal · Stable value Stable valueRecordkeeper's own fund | $1K | 0.1% |
| Prin Real Estate Secs SA-R1 Principal · Insurance contract Recordkeeper's own fund | $1K | 0.1% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $1K | 0.1% |
| Prin LargeCap Value III SA-R1 Principal · Insurance contract Recordkeeper's own fund | $1K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.