Filings through .
Filed July 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,073 |
MORNINGSTAR3 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 |
24 funds of $250K or more; 26 lines in all, holding $184M of the plan's $194M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pool separate account Principal · Separate account Recordkeeper's own fund | $27.9M | 15.2% |
| Pool separate account Manager not matched · Separate account | $25.4M | 13.8% |
| Principal Lifetm 2040 Sep Acct Principal · Separate account Recordkeeper's own fund | $20.6M | 11.2% |
| Principal Lifetm 2030 Sep Acct Principal · Separate account Recordkeeper's own fund | $19.0M | 10.3% |
| Principal Lifetm 2050 Sep Acct Principal · Separate account Recordkeeper's own fund | $15.7M | 8.5% |
| Prin LargeCap S&P 500 Index Sep Acct Manager not matched · Separate account Index | $15.4M | 8.3% |
| Pool separate account Manager not matched · Money market | $7.7M | 4.2% |
| Principal Small Cap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $6.7M | 3.7% |
| Principal Lifetm 2035 Sep Acct Principal · Separate account Recordkeeper's own fund | $6.4M | 3.4% |
| Principal Lifetm 2045 Sep Acct Principal · Separate account Recordkeeper's own fund | $6.1M | 3.3% |
Covers 60,908 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.