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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $24,537 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,812 |
WILSHIRE ASSOCIATES INCORPORATED11+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
9 funds of $250K or more; 18 lines in all, holding $6.4M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $5.8M | 90.9% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $122K | 1.9% |
| Principal Trust Company Franklin Templeton · Collective trust | $111K | 1.7% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $88K | 1.4% |
| Columbia Contrarian Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $61K | 1.0% |
| Principal Trust Company: American Funds Capital Group · Collective trust | $50K | 0.8% |
| Principal LifeTime Hybrid Inc CIT Principal · Insurance contract Recordkeeper's own fund | $31K | 0.5% |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus · Mutual fund | $29K | 0.5% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $24K | 0.4% |
| Contract Principal Fixed Income Guarantee Option Principal · Insurance contract Recordkeeper's own fund | $17K | 0.3% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedNeuberger Intl ADR | $421K |
| DroppedVictory Incore IGC | $373K |
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.