Filings through .
2 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 2024 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.
$16K in admin expenses, $103 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 17 lines in all, holding $13.8M of the plan's $13.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 5 vintagesRecordkeeper's own fund | $6.8M | 49.1% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $2.9M | 20.9% |
| LargeCap Growth Fund I Institutional Class Principal · Insurance contract Recordkeeper's own fund | $1.2M | 8.6% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $778K | 5.6% |
| Stable value fund of Principal: Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $521K | 3.8% |
| Principal LargeCap Value III Separate Account Principal · Insurance contract Recordkeeper's own fund | $226K | 1.6% |
| Value Pooled Separate Accounts Principal Life Insura Principal · Separate account Recordkeeper's own fund | $216K | 1.6% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $205K | 1.5% |
| Principal Mid Cap Growth III Separate Account Principal · Insurance contract Recordkeeper's own fund | $198K | 1.4% |
| SmallCap Growth Fund I Institutional Class Principal · Insurance contract Recordkeeper's own fund | $172K | 1.2% |
| 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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $15,701 |
TBS AGENCY INC8 years Service code 49 · EIN 52-1473914 Other Services | $1,380 |
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 2024 filing.
2 contacts
10 filings · 2015 to 2024