Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$63K in admin expenses, $192 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 14 lines in all, holding $10.8M of the plan's $10.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $9.0M | 83.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $514K | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $349K | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 1.9% |
| Morely Capital Management Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $208K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $200K | 1.9% |
| Northern World Selection Index Fund Manager not matched · Mutual fund Index | $92K | 0.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $64K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $56K | 0.5% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $38K | 0.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $63,071 |
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISORS Service code 27 Advisory (Plan) | $27,815 |
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025