Filings through .
Filed May 15, 2013 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $156,377 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $64,116 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $11,471 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
24 funds of $250K or more; 17 lines in all, holding $38.0M of the plan's $38.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $20.3M | 53.4% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $2.4M | 6.3% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $2.3M | 6.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.3M | 5.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.7M | 4.5% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.6M | 4.3% |
| Great Gray Greatgray Euro Growth R1 Manager not matched · Collective trust | $1.3M | 3.5% |
| Principal Life Insurance Company Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.1M | 3.0% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.1M | 2.9% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1.0M | 2.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.