Filings through .
Filed December 20, 2012 (most recent of 4 filings on file)
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 FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $68,255 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $9,920 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
31 funds of $250K or more; 26 lines in all, holding $62.8M of the plan's $64.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $21.4M | 34.0% |
| Prin LgCap S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8.6M | 13.7% |
| Prin SAM Balanced Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $7.6M | 12.1% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $4.6M | 7.4% |
| Prin SAM Strat Growth SA-Z Principal · Insurance contract Recordkeeper's own fund | $3.8M | 6.0% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $2.8M | 4.4% |
| Principal MidCap SA-Z Principal · Insurance contract Recordkeeper's own fund | $2.1M | 3.3% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.8M | 2.9% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.3M | 2.1% |
| Prin SAM Flexible Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.2M | 1.9% |
Dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAm Fds EuroPacific Grth R6 Fd | $845K |
| ReplacedHighFranklin Income A1 to American Century Amer Century SC Gr R6 Fd | $839K to $377K |
| DroppedJanus International Holding, LLC | $360K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.