Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$51K in admin expenses, $288 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 13 lines in all, holding $6.4M of the plan's $6.5M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $3.7M | 58.2% |
| Common/Collective Trust Principal Principal · Collective trust Recordkeeper's own fund | $1.5M | 23.5% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $869K | 13.6% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $260K | 4.1% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $15K | 0.2% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $8K | 0.1% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $4K | <0.1% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $4K | <0.1% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $3K | <0.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | <0.1% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $50,772 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 Other Services | $11,022 |
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.
2 contacts
11 filings · 2015 to 2025