Filings through .
Filed April 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,522 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
14 funds hold $40.8M of the plan's $43.2M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $5.7M | 14.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $5.5M | 13.5% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $5.0M | 12.1% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $4.9M | 12.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.7M | 9.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.5M | 8.5% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $3.3M | 8.0% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $3.2M | 7.8% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 3.6% |
| BlackRock Md-Cp Gr Eq K Fd BlackRock · Mutual fund | $1.3M | 3.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.