Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $4.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$59K in admin expenses, $274 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 28 lines in all, holding $9.5M of the plan's $9.6M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Flexpath Index Moderate 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.6M | 27.2% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $1.7M | 18.0% |
| Wilmington flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.7M | 17.7% |
| Wilmington Trust flexPATH Index+ Moderate 2045 R1 Manager not matched · Collective trust Index | $1.5M | 15.6% |
| Wilmington FlexPath Index + Moderate Retirement Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $388K | 4.1% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $266K | 2.8% |
| BlackRock EAFE Equity Index Fund Class 1 BlackRock · Mutual fund Index | $237K | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $173K | 1.8% |
| Wilmington Large Cap Value Fund I1 Manager not matched · Mutual fund | $135K | 1.4% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $120K | 1.3% |
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, not money moved.
18 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
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 | $58,961 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 Advisory (Plan) | $16,944 |
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.
3 contacts
11 filings · 2015 to 2025