Filings through .
Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $153,241 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,975 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
22 funds of $250K or more; 20 lines in all, holding $35.0M of the plan's $35.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 12 vintagesRecordkeeper's own fund | $20.1M | 57.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 14.9% |
| Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $2.4M | 6.9% |
| Massachusetts Financial Svc Co MFS Value R6 Fund MFS (Sun Life) · Mutual fund | $1.1M | 3.2% |
| Principal Global Investors - SmallCap 600 Index Principal · Separate account IndexRecordkeeper's own fund | $962K | 2.7% |
| T. Rowe Price QM US SC Gr Eq I T. Rowe Price · Mutual fund | $752K | 2.2% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $663K | 1.9% |
| Principal Global Investors - SmallCap S&P 400 Index Sep Account Principal · Separate account IndexRecordkeeper's own fund | $589K | 1.7% |
| Principal SmallCap Value II Separate Account Principal · Separate account Recordkeeper's own fund | $537K | 1.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $491K | 1.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.