Filings through .
Filed June 15, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,061 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,104 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $7,751 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 19 lines in all, holding $13.0M of the plan's $13.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.1M | 46.5% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.9M | 14.4% |
| Principal LargeCap Growth I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $1.0M | 7.9% |
| Principal Core Fixed Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $785K | 6.0% |
| Principal International Equity Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $577K | 4.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $529K | 4.1% |
| Principal Equity Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $500K | 3.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $217K | 1.7% |
| BrandyWineGlobal Global Opps Bond IS Fund Manager not matched · Mutual fund | $213K | 1.6% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $188K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.