Filings through .
Filed August 26, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $81,981 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,997 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
23 funds of $250K or more; 27 lines in all, holding $30.1M of the plan's $33.0M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.3M | 24.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 9.0% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $2.4M | 7.8% |
| Prin/BR S&P 500 Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $2.3M | 7.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.0M | 6.6% |
| Prin/BR Intl Eq Indx CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $1.3M | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 4.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 3.7% |
| Prin/BR Agg Bd Index CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $965K | 3.2% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $894K | 3.0% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.