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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $62,601 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
22 funds of $250K or more; 17 lines in all, holding $40.7M of the plan's $41.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $15.4M | 38.0% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.6M | 13.8% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $3.3M | 8.2% |
| Prin/BR Lg Cap Growth CIT N Principal · Collective trust Recordkeeper's own fund | $2.9M | 7.2% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $2.4M | 5.9% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $2.4M | 5.8% |
| Blue Chip Separate Account Manager not matched · Separate account | $1.7M | 4.1% |
| Carillon Eage MidCapGwth I Fd Raymond James · Mutual fund | $1.2M | 3.0% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $964K | 2.4% |
| Prin/BR Russ 2000 I CIT N Principal · Collective trust Recordkeeper's own fund | $954K | 2.3% |
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.