Filings through .
Filed April 25, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $219,907 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $86,536 |
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 |
28 funds hold $74.1M of the plan's $78.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin SAM Flexible Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $15.7M | 21.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $10.6M | 14.3% |
| Prin SAM Cons Growth SA-Z Principal · Insurance contract Recordkeeper's own fund | $7.5M | 10.1% |
| Prin SAM Strat Growth SA-Z Principal · Insurance contract Recordkeeper's own fund | $5.7M | 7.7% |
| Prin SAM Balanced Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $4.0M | 5.3% |
| JP Morgan US Res En Eq R6 Fd JPMorgan · Mutual fund | $3.9M | 5.3% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $3.2M | 4.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $2.7M | 3.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.5M | 3.4% |
| Calvert Equity Fund Class R6 Morgan Stanley · Mutual fund | $2.1M | 2.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.