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.
$159K in admin expenses, $231 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 30 lines, holding $87.6M of the plan's $88.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $43.3M | 49.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.5M | 13.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.9M | 10.1% |
| Morley Capital Stable Value Fund Principal · Insurance contract Recordkeeper's own fund | $3.7M | 4.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 2.8% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 2.1% |
| PIMCO Stocksplus Intl I PIMCO (Allianz) · Mutual fund | $1.8M | 2.1% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 1.8% |
| Schwab International Index Fund Charles Schwab · Mutual fund Index | $1.4M | 1.6% |
| 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 |
20 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.
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.
20 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 GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $130,764 |
THE BENEFIT PRACTICE8 years Service code 13 · EIN 13-4144565 Contract Administrator | $53,597 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 Advisory (Plan) | $40,000 |
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.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025