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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$289K in admin expenses, $143 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $168M of the plan's $171M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 14 vintages | $101M | 60.2% |
| Principal Large Cap Growth I SA-Z Principal · Separate account Recordkeeper's own fund | $14.9M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.5M | 5.7% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $6.0M | 3.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $5.4M | 3.2% |
| Principal Core Fixed Income Separate Accounts Principal · Separate account Recordkeeper's own fund | $5.0M | 2.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.8M | 2.2% |
| Principal Capital Appreciation SA-Z Principal · Separate account Recordkeeper's own fund | $3.6M | 2.1% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $3.6M | 2.1% |
| Neuberger Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $3.2M | 1.9% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved 2 funds from mutual fund to collective trust. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustT. Rowe Price Retirement 2030 Fund to T. Rowe Price Retirement 2030 Trust | $91.2M to $101M |
| Other vehicle movePrincipal Midcap S&P 400 Index Z to Principal MidCap S&P 400 Index SA-Zmutual fund to separate account | $1.8M to $1.7M |
| Mutual fund to collective trustT Rowe Price Retirement Balance Fund to T. Rowe Price Retirement Balance Trust Fund | $656K to $646K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
9 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $203,103 |
MERCER5 years Service code 27 · EIN 13-2834414 Advisory (Plan) | $60,600 |
MCCONNELL & JONES LLP5 years Service code 10 · EIN 76-0488832 Accounting | $25,047 |
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.
2 contacts
7 filings · 2019 to 2025