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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 | $54,152 |
EDWARD JONES1+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,314 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
9 funds of $250K or more; 21 lines in all, holding $6.1M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $4.5M | 73.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $941K | 15.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $384K | 6.3% |
| Principal Equity Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $85K | 1.4% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $43K | 0.7% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $27K | 0.4% |
| Blackrock Advantage Small CAP Growth Fund Class K BlackRock · Mutual fund | $21K | 0.3% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $19K | 0.3% |
| Principal LargeCap Growth I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $19K | 0.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.