Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$54K in admin expenses, $121 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; 31 lines in all, holding $29.1M of the plan's $29.3M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintages | $17.7M | 60.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 10.9% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.4M | 8.2% |
| Vanguard Short-Term Investment-Grade Fund Institutional Shares Vanguard · Mutual fund | $828K | 2.8% |
| Principal Guaranteed Option, at contract value Principal · Insurance contract Recordkeeper's own fund | $560K | 1.9% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $544K | 1.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $388K | 1.3% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $373K | 1.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $345K | 1.2% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $261K | 0.9% |
| 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 |
21 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.
21 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 GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $31,644 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ADVISORS Service code 27 · EIN 38-2492570 Advisory (Plan) | $17,141 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 Advisory (Plan) | $5,095 |
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