Filings through .
Filed May 14, 2024
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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 | $70,269 |
Service code 49 · EIN 04-3213863 | Other Services | $15,278 |
BOLTON GLOBAL CAPITAL1 year Service code 49 · EIN 04-2848146 | Other Services | $6,085 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 19 lines in all, holding $9.3M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $5.1M | 54.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 13.3% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $1.0M | 11.3% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $814K | 8.8% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $568K | 6.1% |
| DFA Emerg Mkt Core Eqty 2 I Fd Dimensional · Mutual fund | $131K | 1.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $65K | 0.7% |
| Registered Investment Company Janus International Holding, LLC Janus Henderson · Mutual fund | $63K | 0.7% |
| Registered American AM FDS BD FD OF AM R6 FD Capital Group · Mutual fund | $53K | 0.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $48K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.