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.
$319K in admin expenses, $125 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $156M of the plan's $167M. Recordkeeper: Principal.
Target-date series: SSgA Target Retirement, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $102M | 65.0% |
| Ssga SP 500 Index Sec Lnd Ser II State Street (SSgA) · Collective trust Index | $23.0M | 14.7% |
| State Street SS Cash Ser Sh Term Inv Cl C State Street (SSgA) · Collective trust | $8.7M | 5.6% |
| State Street Russell Small/Mid Cap Index Fund - Class II State Street (SSgA) · Collective trust Index | $7.0M | 4.5% |
| Ssga Target Ret Sec Lnd V Fd State Street (SSgA) · Collective trust | $6.3M | 4.0% |
| Ssga Intl Index SL Fd Class IX State Street (SSgA) · Collective trust Index | $4.1M | 2.6% |
| State Street US BD ID SL XIV State Street (SSgA) · Collective trust | $3.5M | 2.2% |
| State Street REIT Index II State Street (SSgA) · Collective trust Index | $1.7M | 1.1% |
| Ssga Real Asset NL C Fund State Street (SSgA) · Collective trust | $372K | 0.2% |
Added 8 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedState Street Global Advisors Trust | $46.3M |
| AddedSsga SP 500 Index Sec Lnd Ser II | $23.0M |
| AddedState Street SS Cash Ser Sh Term Inv Cl C | $8.7M |
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.
6 more changes 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $279,673 |
INSTITUTIONAL INVESTMENT CONSULTING11+ years Service code 16 · EIN 81-0635433 Consulting | $20,989 |
EIDE BAILLY LLP8 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 Accounting | $18,059 |
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.
10 feature codes on the 2025 filing.
Filed April 25, 2019 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025