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 | $44,214 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $10,431 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds of $250K or more; 20 lines in all, holding $21.2M of the plan's $22.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Large Cap Growth I Principal · Separate account Recordkeeper's own fund | $2.3M | 10.6% |
| Principal Equity Income Separate Fund Principal · Separate account Recordkeeper's own fund | $2.2M | 10.6% |
| Principal Fixed Income Guarateed Option Principal · Insurance contract Recordkeeper's own fund | $2.1M | 9.7% |
| Principal LifeTime Principal · Separate account Target-date, 12 vintagesRecordkeeper's own fund | $2.0M | 9.7% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $1.5M | 7.2% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $1.3M | 6.3% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $1.3M | 6.2% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $1.1M | 5.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.1M | 5.0% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $1.0M | 4.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.