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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $73,642 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $22,220 |
MORNINGSTAR2 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 |
14 funds of $250K or more; 22 lines in all, holding $13.4M of the plan's $13.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $10.9M | 81.1% |
| Principal Global Investors Large Cap S&P 500 Index Separate Account Principal · Insurance contract IndexRecordkeeper's own fund | $422K | 3.1% |
| Stable Value Fund Principal · Insurance contract Recordkeeper's own fund | $345K | 2.6% |
| T. Rowe Price Global Stock Fund T. Rowe Price · Mutual fund | $291K | 2.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $251K | 1.9% |
| Principal Global Investors - Midcap S&P 400 Index Separate Acct Principal · Insurance contract IndexRecordkeeper's own fund | $174K | 1.3% |
| Janus International Holding, LLC Janus Henderson · Mutual fund | $145K | 1.1% |
| Principal Global Investors - SmallCap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $139K | 1.0% |
| Fidelity Equity-Income Fund Fidelity (FMR) · Mutual fund | $127K | 0.9% |
| Principal Global Investors - Capital Appreciation Fu Principal · Insurance contract Recordkeeper's own fund | $108K | 0.8% |
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 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.