Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$123K in admin expenses, $176 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $50.9M of the plan's $51.3M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.9M | 17.5% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.3M | 16.2% |
| Blue Chip Fund Principal · Mutual fund Recordkeeper's own fund | $8.1M | 15.9% |
| American Mutual Fund Capital Group · Mutual fund | $5.0M | 9.9% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.9M | 5.7% |
| Fidelity Advisor Balanced Fund Fidelity (FMR) · Mutual fund | $2.6M | 5.1% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $2.5M | 4.9% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $2.3M | 4.4% |
| New Perspective Fund Capital Group · Mutual fund | $1.9M | 3.8% |
| Calamos International Growth R6 Manager not matched · Mutual fund | $1.8M | 3.5% |
| 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPA LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $123,435 |
Filed as: COMMONWEALTH FINANCIAL SERVICES Service code 27 Advisory (Plan) | $67,921 |
LOREN D. STARK COMPANY5 years Service code 49 · EIN 74-0537058 10101 SOUTHWEST FREEWAY · HOUSTON, TN 77074 Other Services | $67,921 |
Service code 27 · EIN 04-2675571 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025