Filings through .
Filed June 14, 2006
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 FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $151,218 |
W ENTERPRISES INC11+ years Service code 49 · EIN 59-2115859 | Other Services | $35,825 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $23,884 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
28 funds of $250K or more; 18 lines in all, holding $78.7M of the plan's $80.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $31.4M | 39.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.4M | 13.2% |
| Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $7.0M | 8.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 5.6% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $3.8M | 4.9% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.6M | 4.6% |
| Principal Diversified International Separate Account Principal · Separate account Recordkeeper's own fund | $2.2M | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 2.6% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $2.1M | 2.6% |
| Principal Mid-Cap EQ FD Tier I Principal · Collective trust Recordkeeper's own fund | $1.8M | 2.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.