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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,343 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,759 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
18 funds of $250K or more; 20 lines in all, holding $64.8M of the plan's $67.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $10.5M | 16.2% |
| Prin LifeTm 2030 Sep Acct-I3 Principal · Insurance contract Recordkeeper's own fund | $9.4M | 14.6% |
| Prin LgCap S&P 500 Index SA-I4 Principal · Insurance contract IndexRecordkeeper's own fund | $9.3M | 14.4% |
| Prin LifeTm 2040 Sep Acct-I3 Principal · Insurance contract Recordkeeper's own fund | $7.2M | 11.1% |
| Prin LifeTm 2050 Sep Acct-I3 Principal · Insurance contract Recordkeeper's own fund | $6.9M | 10.6% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $3.6M | 5.5% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $2.8M | 4.3% |
| Principal Life Insurance Company Principal LifeTm 2020 Sep Acct-I3 Principal · Insurance contract Recordkeeper's own fund | $2.7M | 4.2% |
| Prin Core Plus Bond Sep Act-I4 Principal · Insurance contract Recordkeeper's own fund | $2.5M | 3.8% |
| General Principal Guaranteed Interest Principal · Insurance contract Recordkeeper's own fund | $2.3M | 3.5% |
Added 2 funds, dropped 19 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal LifeTime 2030 | $8.9M |
| DroppedPrincipal Large Cap S&P 500 Index | $8.2M |
| DroppedPrincipal LifeTime 2040 | $5.7M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.