Filings through .
Filed October 21, 2008
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 GROUP8 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,381 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $19,772 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
11 funds of $250K or more; 10 lines in all, holding $10.1M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $8.3M | 82.3% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $599K | 5.9% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $358K | 3.5% |
| Prin Short-Term Income SA-R6 Principal · Insurance contract Recordkeeper's own fund | $306K | 3.0% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $286K | 2.8% |
| Prin Diversified Intl SA-R6 Principal · Insurance contract Recordkeeper's own fund | $124K | 1.2% |
| Prin Real Estate Secs SA-R6 Principal · Insurance contract Recordkeeper's own fund | $56K | 0.6% |
| Prin Core Plus Bd Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $40K | 0.4% |
| Prin LargeCap Value III SA-R6 Principal · Insurance contract Recordkeeper's own fund | $21K | 0.2% |
| Prin Spec Pref Cap Sec Inc R6 Principal · Insurance contract Recordkeeper's own fund | $2K | <0.1% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal LgCap S&P 500 Index SA-R6 Pooled separate account | $504K |
| ReplacedHighUltra Fund Investor Class to Common/Collective Trust Principal G | $485K to $358K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.