Filings through .
Filed June 14, 2006
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 | $143,738 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $37,395 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $7,376 |
MORNINGSTAR4 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 |
22 funds of $250K or more; 17 lines in all, holding $54.4M of the plan's $57.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $26.6M | 48.9% |
| Principal Global Investors - Large Cap S&P 500 Ind Principal · Mutual fund IndexRecordkeeper's own fund | $9.9M | 18.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.7M | 10.4% |
| Principal Global Investors SmallCap S&P 600 Index Fund Principal · Mutual fund Recordkeeper's own fund | $2.1M | 3.8% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $1.8M | 3.3% |
| Principal Global Investors MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $1.8M | 3.2% |
| Principal Global Investors - Equity Income Sep Acc Principal · Mutual fund Recordkeeper's own fund | $1.1M | 2.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $902K | 1.7% |
| Principal Global Investors Diversified International Separate Acct Principal · Mutual fund Recordkeeper's own fund | $873K | 1.6% |
| Principal Mid-Cap EQ FD Tier I Principal · Collective trust Recordkeeper's own fund | $854K | 1.6% |
Added 9 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal Global Investors - Large Cap S&P 500 Ind | $9.9M |
| AddedPrincipal Global Investors SmallCap S&P 600 Index Fund | $2.1M |
| AddedPrincipal Global Investors MidCap S&P 400 Index Fund | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.