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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $16,295 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
2 funds of $250K or more; 37 lines in all, holding $2.3M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully Benefit-Responsive Investment Contracts: Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $515K | 22.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $277K | 12.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $206K | 8.9% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $162K | 7.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $128K | 5.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $126K | 5.4% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $104K | 4.5% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $98K | 4.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $96K | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $92K | 4.0% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.