Filings through .
Filed November 9, 2018 (most recent of 2 filings on file)
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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 | $29,681 |
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,364 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds hold $25.1M of the plan's $28.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $9.4M | 37.3% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $7.0M | 27.9% |
| Morley Stable Value I Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.8M | 7.3% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.4M | 5.7% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $881K | 3.5% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $775K | 3.1% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $709K | 2.8% |
| Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $674K | 2.7% |
| The Hartford Balanced Income Fund Class R5 Hartford Funds · Mutual fund | $550K | 2.2% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund | $537K | 2.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.