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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $18 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
17 funds of $250K or more; 22 lines in all, holding $27.5M of the plan's $28.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $6.2M | 22.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $5.3M | 19.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.4M | 8.7% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.3M | 8.2% |
| Prin Intl Equity Index SA-Z Pooled Separate Accounts Principal · Separate account IndexRecordkeeper's own fund | $2.2M | 8.2% |
| Pooled Separate Accounts Prin LgCp S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $1.8M | 6.6% |
| Fidelity Emerg Mkt Index Fund Mutual Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.2M | 4.4% |
| MetLife SV Fd Ser 25053 Cl 0 Common Collective Fund MetLife · Collective trust | $1.2M | 4.2% |
| Fed Hms Inst Hi Yld Bd R6 Fund Mutual Fund Manager not matched · Mutual fund Possible retail class A | $876K | 3.2% |
| Pooled Separate Accounts Prin MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $614K | 2.2% |
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.
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.