Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$268K in admin expenses, $111 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $65.3M of the plan's $67.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $42.3M | 64.7% |
| Principal Global Investors - Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $6.5M | 9.9% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $4.1M | 6.3% |
| Morley Capital Management - Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $3.1M | 4.8% |
| Principal Global Investors - Principal Core Plus Bond Separate Account-Z Principal · Separate account Recordkeeper's own fund | $1.6M | 2.5% |
| Great Gray International Equity R1 Fund Manager not matched · Collective trust | $1.3M | 2.0% |
| Principal Global Investors - Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $999K | 1.5% |
| New Perspective Fund Capital Group · Mutual fund | $955K | 1.5% |
| Principal Global Investors - Principal Equity Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $904K | 1.4% |
| AB/Brown/Emerald - Principal SmallCap Growth I Separate Account-Z AllianceBernstein · Separate account | $786K | 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.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $267,546 |
THE PATRIOT FINANCIAL GROUP3 years Filed as: THE PATRIOT FINANCIAL GROUP, LLC Service code 27 · EIN 90-0138117 Advisory (Plan) | $67,596 |
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.
8 feature codes on the 2025 filing.
Filed August 22, 2022.
Total covered: 12 employees
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