Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $50,877 |
PENSION PLAN SPECIALISTS, PC4+ years Filed as: THE PENSION SPECIALISTS, LTD Service code 13 | Contract Administrator | $10,908 |
PRINCIPAL FINANCIAL GROUP4+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $5,460 |
PENSION PLAN SPECIALISTS, PC4+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 | Contract Administrator | $200 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 33 lines in all, holding $24.2M of the plan's $25.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $14.3M | 59.0% |
| Blue Chip Growth Advisors Fund T. Rowe Price · Mutual fund | $1.4M | 5.7% |
| Smallcap World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $1.3M | 5.5% |
| MFS Growth Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $1.0M | 4.2% |
| Principal Fixed Income Guaranteed Option Investment Contract Principal · Insurance contract Recordkeeper's own fund | $902K | 3.7% |
| Principal Large Cap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $816K | 3.4% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $478K | 2.0% |
| NEW Economy Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $475K | 2.0% |
| Registered Investment Companies Alger Manager not matched · Other | $413K | 1.7% |
| MFS International Intrinsic Equity Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $356K | 1.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.