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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $18,954 |
ALLSTATE FINANCIAL SERVICES LLC10+ years Service code 49 · EIN 47-0826838 2920 S 84TH STREET · LINCOLN, NE 68506 | Other Services | $6,585 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 700 W 47TH ST STE 1100 · KANSAS CITY, MO 64112 | Other Services | $1,317 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
14 funds of $250K or more; 26 lines in all, holding $13.5M of the plan's $13.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 5 vintagesRecordkeeper's own fund | $4.4M | 33.0% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $2.4M | 17.7% |
| Am Growth Fund of America R3 Capital Group · Mutual fund Possible retail class R3 | $1.5M | 11.2% |
| Cost value Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $738K | 5.5% |
| Stable Value Funds Principal Global Investors Trust Co Principal · Insurance contract Recordkeeper's own fund | $602K | 4.5% |
| Principal Small-Cap Value II Separate Account Principal · Insurance contract Recordkeeper's own fund | $452K | 3.4% |
| Principal Capital Appreciation Separate Account Principal · Insurance contract Recordkeeper's own fund | $450K | 3.3% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $450K | 3.3% |
| Principal LargeCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $447K | 3.3% |
| AM Fds New Perspective R3 Fund Capital Group · Mutual fund Possible retail class R3 | $326K | 2.4% |
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.