Filings through .
3 of 18 flags tripped on the 2024 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$232K in admin expenses, $634 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds hold $12.7M of the plan's $12.8M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Principal LDI Intermediate Duration Separate Principal · Separate account Recordkeeper's own fund | $4.6M | 36.5% |
| Principal LDI Long Duration Account Principal · Mutual fund Recordkeeper's own fund | $2.6M | 20.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 13.2% |
| International Equity Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $1.2M | 9.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 8.0% |
| BNY Mellon Global Emerging Markets Fund BNY · Mutual fund | $688K | 5.4% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $468K | 3.7% |
| Principal Liquid Assets Separate Account Principal · Money market Recordkeeper's own fund | $425K | 3.3% |
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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $231,530 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David a Stocklas Principal Financial Group 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.
6 contacts
Phone and email for the actuary are on Pro.
1 filing