Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $27,184 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
11 funds of $250K or more; 13 lines in all, holding $13.1M of the plan's $15.2M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.3M | 25.5% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.7M | 21.0% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $2.0M | 15.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.3M | 10.0% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $720K | 5.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 4.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $489K | 3.7% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $445K | 3.4% |
| Prin High Yield Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $379K | 2.9% |
| Prin Real Estate Secs SA-Z Principal · Insurance contract Recordkeeper's own fund | $315K | 2.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.