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.
$5K in admin expenses, $38 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 22 lines in all, holding $17.7M of the plan's $19.2M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $7.7M | 43.5% |
| Principal Large Cap S&P 500 Index R5 Principal · Mutual fund IndexRecordkeeper's own fund | $3.5M | 19.7% |
| Fully Benefit-Responsive Investment Contract at Contract Value: Principal Global Investors Principal · Insurance contract Recordkeeper's own fund | $1.2M | 6.9% |
| International Equity Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $817K | 4.6% |
| American American Grth FD OF Amer CL R5 Capital Group · Mutual fund | $722K | 4.1% |
| Victory Sycamore Est Val R Fd Victory Capital · Mutual fund | $708K | 4.0% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $536K | 3.0% |
| SmallCap S&P 600 Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $497K | 2.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $466K | 2.6% |
| Invesco Short Term Bond R6 FND Invesco · Mutual fund | $378K | 2.1% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 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 |
|---|---|
PAR PLUMBING CO INC9 years Service code 13 · EIN 11-1165760 Contract Administrator | $15,867 |
FIDUCIARY PLAN PARTNERS, LLC4 years Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 27 · EIN 81-2872393 Advisory (Plan) | $10,000 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $4,517 |
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
10 filings · 2015 to 2025