Filings through .
Filed June 28, 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 FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $35,740 |
INTAC ACTUARIAL SERVICES8 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 · EIN 22-2446239 | Contract Administrator | $13,750 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 | Advisory (Plan) | $13,020 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $2,094 |
OSAIC WEALTH INC2 years Filed as: OSIAC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
6 funds of $250K or more; 31 lines in all, holding $5.6M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.8M | 85.9% |
| International Growth Fund Manager not matched · Insurance contract | $116K | 2.1% |
| Fixed Account Plus Manager not matched · Insurance contract | $94K | 1.7% |
| Moderate Growth Lifestyle Manager not matched · Insurance contract | $73K | 1.3% |
| Aggressive Growth Lifestyle Manager not matched · Insurance contract | $70K | 1.2% |
| GS Vit Gov Money Market Fund Inst Goldman Sachs · Insurance contract | $69K | 1.2% |
| Asset Allocation Fund Manager not matched · Insurance contract | $51K | 0.9% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $50K | 0.9% |
| Science & Technology Fund Manager not matched · Insurance contract | $40K | 0.7% |
| International Equity Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $39K | 0.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.