Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $5,992 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
4 funds of $250K or more; 13 lines in all, holding $3.6M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 8 vintagesRecordkeeper's own fund | $3.2M | 89.5% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $191K | 5.3% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $102K | 2.8% |
| Prin MidCap S&P 400 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $24K | 0.7% |
| Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $23K | 0.6% |
| BlackRock HY Portfolio A Fund BlackRock · Mutual fund | $10K | 0.3% |
| Mid Cap Growth A Fund JPMorgan · Mutual fund | $10K | 0.3% |
| Putnam Income A Fund Franklin Templeton · Mutual fund | $7K | 0.2% |
| Prin Real Estate Secs SA-R6 Principal · Insurance contract Recordkeeper's own fund | $5K | 0.1% |
| Prin LifeTm 2070 Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $3K | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.