Filings through .
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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 | $41,064 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
4 funds of $250K or more; 20 lines in all, holding $3.7M of the plan's $112M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $2.0M | 52.4% |
| Principal LifeTime Hybrid CIT Z Principal · Collective trust Recordkeeper's own fund | $1.0M | 27.9% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $246K | 6.6% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $87K | 2.3% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $85K | 2.3% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $58K | 1.6% |
| Pooled Separate Accounts Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $41K | 1.1% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $38K | 1.0% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $38K | 1.0% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $36K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.