Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
$20K in admin expenses, $146 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 8 lines in all, holding $2.6M of the plan's $2.8M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.6M | 99.3% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $7K | 0.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4K | 0.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2K | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1K | <0.1% |
| Guar Option Putnam Investments Large CAP Value Franklin Templeton · Insurance contract | $1K | <0.1% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $906 | <0.1% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $523 | <0.1% |
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.
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 |
|---|---|
Service code 13 · EIN 16-1616474 6 RHOADS DR., SUITE 6 · UTICA, NY 13502 Contract Administrator | $8,811 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 Contract Administrator | $7,420 |
Service code 17 · EIN 16-1616474 5 RHOADS DR., SUITE 6 · UTICA, NY 13502 Pension Consulting | $1,001 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025