Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,916 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
16 funds of $250K or more; 32 lines in all, holding $12.5M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $6.8M | 54.4% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $940K | 7.5% |
| Principal Life Insurance Company Principal Large Cap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $753K | 6.0% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $499K | 4.0% |
| Fidelity Adv Eq Growth I Fund Fidelity (FMR) · Mutual fund Possible retail class A | $459K | 3.7% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $344K | 2.8% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $286K | 2.3% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund Possible retail class A | $282K | 2.3% |
| Vanguard International Tm Bond Index Admiral Fund Vanguard · Mutual fund Index | $215K | 1.7% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $192K | 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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.