Filings through .
Filed March 23, 2006 (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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $189,075 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $45,220 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $14,229 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
1 fund of $250K or more; 4 lines in all, holding $3.3M of the plan's $28.3M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| The Vanguard Group Vanguard · Mutual fund | $3.1M | 94.2% |
| Dimensional Fund Advisors Dimensional · Mutual fund | $163K | 5.0% |
| Attachment to 2025 Form Manager not matched · Other | $28K | 0.8% |
| Hartford Hartford Funds · Mutual fund | $187 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.