Filings through .
Filed June 18, 1997
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 | $17,999 |
Filed as: MERRILL LYNCH Service code 26 · EIN 59-0830840 | Advisory (Participants) | $17,432 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 13 lines in all, holding $12.4M of the plan's $12.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.3M | 26.6% |
| rate of Fidelity US Bond Index Fidelity (FMR) · Mutual fund Index | $2.8M | 22.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 13.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 8.8% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.1M | 8.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $789K | 6.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $533K | 4.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $519K | 4.2% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund | $331K | 2.7% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $331K | 2.7% |
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.