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 | $44,048 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,151 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
5 funds of $250K or more; 20 lines in all, holding $3.5M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $2.7M | 78.5% |
| Am Fds Fndmtl Inv R6 fund Manager not matched · Mutual fund | $179K | 5.2% |
| Carillon Tower Eagle MidCaGwth R6 Fd Raymond James · Mutual fund | $132K | 3.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $100K | 2.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $88K | 2.5% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $49K | 1.4% |
| Principal Small Cap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $33K | 0.9% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $29K | 0.8% |
| Allspring Spec M Cap Value R6 Allspring · Mutual fund | $22K | 0.6% |
| American Beacon Amer Beacon Sm Cp Val R6 Fd American Beacon (Resolute) · Mutual fund | $17K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.