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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,246 |
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $20,198 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
9 funds of $250K or more; 12 lines in all, holding $8.5M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $7.6M | 89.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $426K | 5.0% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $228K | 2.7% |
| Fidelity Advisor Growth Opportunities Class Z Mutual Fund Fidelity (FMR) · Mutual fund Possible retail class A | $87K | 1.0% |
| Income CIT Z Fund Principal LifeTime Hybrid Principal · Collective trust Recordkeeper's own fund | $39K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $33K | 0.4% |
| Vanguard Mutual Funds Developed Markets Index Vanguard · Mutual fund IndexPossible retail class A | $33K | 0.4% |
| Principal Large Cap Growth Principal · Separate account Recordkeeper's own fund | $28K | 0.3% |
| Vanguard International Growth Fund (A) Vanguard · Mutual fund Possible retail class A | $23K | 0.3% |
| Blackrock Mid Cap Growth Equity Portfolio (A) BlackRock · Mutual fund Possible retail class A | $16K | 0.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.