Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$226K in admin expenses, $1469 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; 14 lines in all, holding $19.8M of the plan's $20.1M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Corporate 5-25 Year Fund Tier II Principal · Collective trust Recordkeeper's own fund | $5.6M | 28.4% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $4.4M | 22.0% |
| Principal LDI Corporate 25+ Year Fund Tier II Principal · Collective trust Recordkeeper's own fund | $2.8M | 13.9% |
| Principal Diversified International Separate Account - Z Principal · Separate account Recordkeeper's own fund | $2.1M | 10.6% |
| Principal Blue Chip Separate Account-Z Principal · Separate account Recordkeeper's own fund | $1.4M | 7.3% |
| Hudson Bay Ltd Trnche II MS Manager not matched · Mutual fund | $1.2M | 6.0% |
| Principal Overseas Separate Account-Z Principal · Separate account Recordkeeper's own fund | $758K | 3.8% |
| Brevan Howard PT Ltd - J3 Manager not matched · Mutual fund | $528K | 2.7% |
| Principal MidCap S&P 400 Separate Account - Z Principal · Separate account Recordkeeper's own fund | $369K | 1.9% |
| Principal LDI Corporate 5-15- Year Fund Tier II Principal · Collective trust Recordkeeper's own fund | $237K | 1.2% |
| 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.
Added 7 funds, dropped 10 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Long-Term Bond Index Fund | $5.7M |
| AddedPrincipal LDI Corporate 5-25 Year Fund Tier II | $5.6M |
| AddedPrincipal LargeCap S&P 500 Index Separate Account-Z | $4.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
4 more lines and 14 more changes 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 4 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 51 600 LONGWATER DR · NORWELL, MA 02061 Investment Mgmt Fees | $53,413 |
Filed as: PRINCIPAL LIEFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $19,921 |
GRAY, GRAY & GRAY9 years Filed as: GRAY, GRAY & GRAY, LLP Service code 10 · EIN 04-2088368 Accounting | $17,500 |
Filed as: BROADRIDGE MATRIX TRUST Service code 21 · EIN 75-3182674 Bank Trustee | $6,627 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jeffrey C. Liter, PHD, Ea, Maaa The Angell Pension Group, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed December 9, 2025 (most recent of 5 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025