Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,775 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 16 lines in all, holding $53.2M of the plan's $53.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $15.8M | 29.7% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $8.9M | 16.8% |
| Principal Diversified International Fund Principal · Insurance contract Recordkeeper's own fund | $4.8M | 9.1% |
| Principal Large-Cap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $4.7M | 8.8% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $4.0M | 7.5% |
| Principal Capital Appreciation Separate Account Principal · Insurance contract Recordkeeper's own fund | $3.0M | 5.6% |
| Principal Bond and Mortgage Account Principal · Insurance contract Recordkeeper's own fund | $2.6M | 5.0% |
| Principal Liquid Assets Separate Account Principal · Insurance contract Recordkeeper's own fund | $2.1M | 3.9% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.6M | 3.0% |
| Principal SmallCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.5M | 2.8% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.