Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$125K in admin expenses, $580 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $36.5M of the plan's $38.6M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $12.7M | 34.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $6.6M | 18.1% |
| Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $2.2M | 5.9% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $2.1M | 5.8% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.1M | 5.8% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.5M | 4.1% |
| Vanguard Health Care Fund Investor Shares Vanguard · Mutual fund | $1.3M | 3.6% |
| Prin Intl SmallCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1.3M | 3.6% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund | $1.2M | 3.3% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $1.1M | 2.9% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedRegistered American Am Funds Eupac R6 Fund | $1.1M |
| DroppedRegistered American Am Fds Grth Fd of Am R6 Fund | $817K |
| AddedFidelity Adv Cp & Inc Z Fund | $314K |
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.
10 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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $125,194 |
Service code 27 · EIN 04-2675571 Advisory (Plan) | $46,012 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed March 8, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025