Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,050 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
28 funds of $250K or more; 33 lines in all, holding $47.0M of the plan's $47.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LgCap S&P 500 Index SA-I5 Principal · Insurance contract IndexRecordkeeper's own fund | $7.1M | 15.2% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $6.0M | 12.8% |
| Principal Stable Value Inst Principal · Stable value Stable valueRecordkeeper's own fund | $5.0M | 10.7% |
| Prin LifeTm 2040 Sep Acct-I2 Principal · Insurance contract Recordkeeper's own fund | $4.5M | 9.6% |
| Prin SAM Cons Growth SA-I3 Principal · Insurance contract Recordkeeper's own fund | $3.5M | 7.4% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $2.7M | 5.8% |
| Prin LifeTm 2020 Sep Acct-I2 Principal · Insurance contract Recordkeeper's own fund | $2.6M | 5.6% |
| Prin LifeTm 2050 Sep Acct-I2 Principal · Insurance contract Recordkeeper's own fund | $1.9M | 4.1% |
| Prin SAM Balanced Sep Acct-I3 Principal · Insurance contract Recordkeeper's own fund | $1.6M | 3.5% |
| Prin LifeTm 2025 Sep Acct-I2 Principal · Insurance contract Recordkeeper's own fund | $1.2M | 2.6% |
Added 1 fund, dropped 18 funds.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal LifeTime 2030 Trust | $17.1M |
| AddedPooled Separate Accounts Principal | $6.0M |
| DroppedPrincipal Large Cap S&P 500 Index Sep Acct | $5.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.