Filings through .
Filed November 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Service code 14 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Plan Administrator | $52,463 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,345 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds hold $11.2M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: Principal LifeTime, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintages | $8.2M | 73.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $726K | 6.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $682K | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $499K | 4.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $321K | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $305K | 2.7% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $247K | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $108K | 1.0% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $43K | 0.4% |
| par or maturity value Cost value Mutual Funds - Principal Trust Comp Principal · Mutual fund | $40K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.