Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$153K in admin expenses, $285 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $68.9M of the plan's $69.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund | $30.4M | 44.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.1M | 16.1% |
| Stable Value Fund Principal · Insurance contract Recordkeeper's own fund | $5.2M | 7.6% |
| Pioneer Fundamental Growth Fund Victory Capital · Collective trust | $4.5M | 6.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 4.5% |
| Principal Diversified International Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $2.9M | 4.3% |
| Principal Government & High Quality Bond Separate Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.6M | 3.8% |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs · Mutual fund | $2.4M | 3.4% |
| Principal LargeCap Value III Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $1.8M | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 2.6% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
7 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $93,341 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 Advisory (Plan) | $71,146 |
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
11 filings · 2015 to 2025