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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 | $144,545 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
15 funds of $250K or more; 18 lines in all, holding $53.1M of the plan's $57.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $22.1M | 41.7% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $8.8M | 16.6% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $8.0M | 15.1% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $4.0M | 7.5% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $3.3M | 6.3% |
| T. R Price Mid-Cap Val Adv Fd T. Rowe Price · Mutual fund | $2.5M | 4.8% |
| Prin/D&C Int Bond CIT N Principal · Collective trust Recordkeeper's own fund | $1.2M | 2.3% |
| Prin/Multi Sm Cap CIT N Principal · Collective trust Recordkeeper's own fund | $988K | 1.9% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $834K | 1.6% |
| Oakmark Equity & Income-Inv Natixis IM · Mutual fund | $388K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.