Filings through .
No flags tripped on the 2025 filing.
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.
$78K in admin expenses, $215 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 hold $16.6M of the plan's $17.7M. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $3.8M | 22.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $1.8M | 10.6% |
| Western Asset Core Plus Bond Fund Class I Franklin Templeton · Mutual fund | $1.6M | 9.5% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $1.0M | 6.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $795K | 4.8% |
| PIMCO International Bond Fund PIMCO (Allianz) · Mutual fund | $784K | 4.7% |
| Lord Abbett High Yield Fund Class R6 Lord Abbett · Mutual fund | $771K | 4.6% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $761K | 4.6% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $679K | 4.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $672K | 4.1% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 4 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class | $1.8M |
| AddedWestern Asset Core Plus Bond Fund Class I | $1.6M |
| DroppedT. Rowe Price Funds | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
9 more lines and 8 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $43,844 |
Service code 17 · EIN 13-5674085 Pension Consulting | $33,903 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025