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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,182 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $106,308 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
16 funds of $250K or more; 20 lines in all, holding $43.1M of the plan's $45.3M. From the 2024 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 | $35.2M | 81.6% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $2.2M | 5.2% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.4M | 3.3% |
| Principal Life Insurance Company Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $986K | 2.3% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $835K | 1.9% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $401K | 0.9% |
| PIMCO StocksPLUS Intl I Fund PIMCO (Allianz) · Mutual fund | $329K | 0.8% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $265K | 0.6% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $202K | 0.5% |
| Diamond Hill Large Cap I Fund Diamond Hill · Mutual fund | $200K | 0.5% |
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.
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.