Filings through .
Filed March 9, 2010 (most recent of 2 filings on file)
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 GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $59,959 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 18 lines in all, holding $9.9M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 13 vintagesRecordkeeper's own fund | $8.8M | 89.4% |
| Principal Stable Value Sig Fd+ Principal · Stable value Stable valueRecordkeeper's own fund | $291K | 2.9% |
| Calvert US LC Cr Rsp Index R6 Fd Morgan Stanley · Mutual fund Index | $130K | 1.3% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $117K | 1.2% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $101K | 1.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $93K | 0.9% |
| Cohen & Steers Re Est Sec Z Fd Cohen & Steers · Mutual fund | $65K | 0.7% |
| Diamond Hill Large Cap Fund Diamond Hill · Mutual fund | $63K | 0.6% |
| Fidelity Advisor Balance Z Fd Fidelity (FMR) · Mutual fund | $32K | 0.3% |
| American Century Investments Amer Century Sml Cap Val R6 Fd American Century · Mutual fund | $29K | 0.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.