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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-2250214 | Contract Administrator | $11,060 |
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $10,064 |
Filed as: ASSOCIATED BENEFIT PLANNERS, LTD Service code 13 | Contract Administrator | $3,379 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 15 lines in all, holding $8.6M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $6.4M | 74.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $806K | 9.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $416K | 4.8% |
| Principal Large Cap S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $369K | 4.3% |
| Vanguard Group Vanguard Intl Growth Adm Fd Vanguard · Mutual fund | $153K | 1.8% |
| Fund Dimensional Fund Advisors Dimensional International Core Dimensional · Mutual fund | $121K | 1.4% |
| Principal MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $66K | 0.8% |
| Dimensional Fund Advisors - Emer Mkt Core Dimensional · Mutual fund | $61K | 0.7% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $60K | 0.7% |
| maturity date, rate of interest, collateral, Prin Diversified Intl SA-Z Principal · Separate account Recordkeeper's own fund | $56K | 0.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.