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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $119,746 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 · EIN 20-8764829 | Investment Management | $37,865 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
15 funds of $250K or more; 19 lines in all, holding $41.2M of the plan's $42.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $34.4M | 83.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 7.9% |
| Fidelity Adv Cp & Inc Z Fund Fidelity (FMR) · Mutual fund | $636K | 1.5% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $454K | 1.1% |
| Principal Life Insurance Company Prin Blue Chip SA-Z Principal · Insurance contract Recordkeeper's own fund | $416K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $377K | 0.9% |
| Fidelity Growth Strategies K6 Fund Fidelity (FMR) · Mutual fund | $343K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $250K | 0.6% |
| Victory Pioneer Fnd Gwth R6 Fd Victory Capital · Mutual fund | $230K | 0.6% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $216K | 0.5% |
Added 1 fund, dropped 7 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighPrincipal Large Cap S&P 500 Index R3 Fund to Fidelity 500 Index Fund | $3.5M to $3.3M |
| ReplacedHighT. Rowe Price Blue Chip Growth R Fund to Fidelity Growth Strategies K6 Fund | $2.9M to $343K |
| DroppedFidelity Advisor Large Cap M Fund | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
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.