Filings through .
Filed April 1, 2005
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 GROUP3+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $13,492 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 7 lines in all, holding $10.2M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $8.6M | 84.0% |
| Insurance Company General Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $813K | 8.0% |
| Prin. Lgcp S&P 500 Index SA-Z-PSA Principal · Insurance contract IndexRecordkeeper's own fund | $482K | 4.7% |
| PSA - Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $167K | 1.6% |
| Prin. Intl. Eq. Separate Acct-Z-PSA Principal · Insurance contract Recordkeeper's own fund | $120K | 1.2% |
| PSA Prin Sm Cap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $48K | 0.5% |
| PSA - Principal U.S. Property SA-Z Principal · Insurance contract Recordkeeper's own fund | $8K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.