Filings through .
No flags tripped on the 2025 filing.
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.
$6K in admin expenses, $29 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 40 lines in all, holding $20.0M of the plan's $22.8M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| borrower, lessor, or Manager not matched · Other | $2.7M | 13.6% |
| Principal Trust Hybrid 2035 Fund Principal · Collective trust Recordkeeper's own fund | $2.2M | 11.0% |
| Columbia Seligman Global Tech I3 Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.8M | 9.2% |
| Principal Trust Hybrid 2040 Fund Principal · Collective trust Recordkeeper's own fund | $1.7M | 8.3% |
| Hybrid 2045 CIT Principal · Collective trust Recordkeeper's own fund | $1.5M | 7.5% |
| Hybrid 2025 CIT Principal · Collective trust Recordkeeper's own fund | $1.5M | 7.4% |
| Principal Trust Hybrid 2055 CIT Principal · Collective trust Recordkeeper's own fund | $1.1M | 5.7% |
| Large Cap Growth I SA-R4 T. Rowe Price · Mutual fund | $1.1M | 5.4% |
| Hybrid 2050 CIT Principal · Collective trust Recordkeeper's own fund | $872K | 4.4% |
| Hartford Core Equity Fund Class R5 Hartford Funds · Mutual fund | $797K | 4.0% |
| 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 |
30 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedInvesco Gold & Spec Mineral Y Fund | $459K |
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.
30 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 4 by compensation.
| Provider | Compensation |
|---|---|
JANNEY MONTGOMERY SCOTT LLC6 years Service code 27 · EIN 23-0731260 Advisory (Plan) | $36,369 |
Service code 49 · EIN 45-4208939 Other Services | $7,711 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $5,790 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 Advisory (Plan) | $0 |
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.
Filed April 25, 2015.
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