Filings through .
Filed November 16, 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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,925 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,029 |
TIAA1 year Service code 13 · EIN 82-2826183 | Contract Administrator | $6,771 |
MORNINGSTAR4 years 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 |
16 funds of $250K or more; 47 lines in all, holding $21.2M of the plan's $21.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $4.6M | 21.6% |
| Principal LifeTime Principal · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $4.1M | 19.4% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $3.5M | 16.4% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $1.5M | 7.1% |
| Growth Account TIAA (Nuveen) · Mutual fund | $1.4M | 6.7% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $1.3M | 6.0% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $1.0M | 4.9% |
| Core Bond Account TIAA (Nuveen) · Mutual fund | $490K | 2.3% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $481K | 2.3% |
| Tiaa Real Estate TIAA (Nuveen) · Mutual fund | $280K | 1.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Funds T. Rowe Price US EQ Rsrch I | $263K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.