Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $82,717 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
19 funds hold $29.2M of the plan's $30.2M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 10.9% |
| Principal Blackrock International Equity Index Fund BlackRock · Collective trust Index | $3.0M | 10.2% |
| Principal/BlackRock S&P 500 Index CIT N BlackRock · Collective trust Index | $2.5M | 8.6% |
| Principal /BlackRock S&P 500 Index BlackRock · Collective trust Index | $2.5M | 8.4% |
| Principal/BlackRock Aggregate Bond CIT TR BlackRock · Collective trust | $2.2M | 7.6% |
| Principal LargeCap Growth I Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $2.1M | 7.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.0M | 6.7% |
| Insurance Company General Account Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.8M | 6.2% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.6M | 5.3% |
| SEI Short-Term Investment Fund A TR SEI · Mutual fund | $1.3M | 4.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedNomura Small Cap Core Fund Institutional Class | $1.3M |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.