Filings through .
Filed September 22, 2006
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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $123,939 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
22 funds of $250K or more; 29 lines in all, holding $44.5M of the plan's $45.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin/T.Rowe I LgC Gr CIT N T. Rowe Price · Collective trust | $9.5M | 21.2% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $8.3M | 18.7% |
| Invesco Equity & Income Y Fd Invesco · Mutual fund | $6.5M | 14.6% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $3.1M | 6.9% |
| Prin/BR S&P 500 Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $2.4M | 5.3% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 3.8% |
| Prin/BR Agg Bd Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $1.6M | 3.5% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $1.5M | 3.3% |
| Allspring Core Bond Allspring · Collective trust | $1.2M | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.