Filings through .
Filed February 15, 2005
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,225 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
4 funds of $250K or more; 17 lines in all, holding $4.8M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.8M | 57.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $444K | 9.2% |
| Fidelity Inf-Pr Bond Index Fd Fidelity (FMR) · Mutual fund Index | $444K | 9.2% |
| Registered American Amer Fund Cap Wld Bnd R6 Fund Capital Group · Mutual fund | $436K | 9.0% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $190K | 3.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $148K | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $78K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $67K | 1.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $49K | 1.0% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $44K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.