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.
$57K in admin expenses, $224 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 27 lines in all, holding $11.8M of the plan's $11.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $3.6M | 30.6% |
| American Balanced Fund Capital Group · Mutual fund | $2.1M | 18.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.2M | 10.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 10.3% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $542K | 4.6% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $482K | 4.1% |
| Contracts Principal Fixed Income Guaranteed Option (at contract value) Principal · Insurance contract Recordkeeper's own fund | $470K | 4.0% |
| The Hartford Short Duration Fund Hartford Funds · Mutual fund | $373K | 3.2% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund | $363K | 3.1% |
| Eupac Fund Capital Group · Mutual fund | $224K | 1.9% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedThe Hartford Short Duration Fund | $373K |
| AddedFidelity Select Technology Portfolio | $363K |
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.
17 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 GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $57,035 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 Advisory (Plan) | $23,955 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025