Filings through .
Filed July 21, 1994
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,896 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
9 funds of $250K or more; 15 lines in all, holding $9.2M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $5.5M | 60.3% |
| Galliard Stable Return Fund Allspring · Collective trust | $1.6M | 17.7% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $873K | 9.5% |
| T. Rowe Price Institutional Large Cap Growth Managed CIT T. Rowe Price · Collective trust | $195K | 2.1% |
| BlackRock S&P 500 Index Fund BlackRock · Collective trust Index | $176K | 1.9% |
| Invesco Equity And Income Fund Invesco · Mutual fund | $162K | 1.8% |
| Wells Fargo Core Bond TR CIT Allspring · Collective trust | $151K | 1.6% |
| American Funds Europac Growth Fund Capital Group · Mutual fund | $141K | 1.5% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $124K | 1.4% |
| BlackRock S&P MidCap Index CIT TR BlackRock · Collective trust Index | $73K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.