Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$150 in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 20 lines in all, holding $8.5M of the plan's $9.1M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $5.8M | 69.0% |
| Common/Collective Trust Princip Manager not matched · Collective trust | $806K | 9.5% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $794K | 9.4% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $164K | 1.9% |
| Prin Bond Market Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $162K | 1.9% |
| Prin Intl Equity Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $158K | 1.9% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $131K | 1.5% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $99K | 1.2% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $77K | 0.9% |
| Prin Real Estate Secs SA-Z Principal · Insurance contract Recordkeeper's own fund | $64K | 0.8% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 |
|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 Advisory (Plan) | $6,840 |
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 Contract Administrator | $50 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC. Service code 27 · EIN 43-1270780 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025