Filings through .
Filed April 28, 2007
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 | $102,387 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
11 funds hold $55.8M of the plan's $66.2M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal High Yield Sep. Acct Principal · Insurance contract Recordkeeper's own fund | $8.9M | 16.0% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $7.2M | 12.9% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $6.5M | 11.7% |
| Principal SmallCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $6.3M | 11.3% |
| Principal Large-Cap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $6.1M | 10.9% |
| Prin Midcap Sep Acct Principal · Insurance contract Recordkeeper's own fund | $5.9M | 10.6% |
| Principal Core Fix Income Sep. Acct Principal · Insurance contract Recordkeeper's own fund | $5.6M | 10.0% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $4.8M | 8.5% |
| Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $2.1M | 3.7% |
| Principal LDI Intrm Dur Sep. Acct Principal · Insurance contract Recordkeeper's own fund | $1.7M | 3.1% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Donald H. Dowdy III Principal Financial Group Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.