Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$41K in admin expenses, $267 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 19 lines in all, holding $6.6M of the plan's $6.8M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Investment Contract Principal · Insurance contract Recordkeeper's own fund | $1.5M | 22.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $686K | 10.3% |
| Core Plus Bond II I1 Manager not matched · Collective trust | $682K | 10.3% |
| Great Gray Large Cap Value I1 Fund Manager not matched · Collective trust | $672K | 10.1% |
| T.Rowe Price LargeCap Growth Separate Acct T. Rowe Price · Separate account | $635K | 9.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $580K | 8.7% |
| Great Gray EuroPac Growth Trust CI I1 Capital Group · Collective trust | $489K | 7.4% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $480K | 7.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $190K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $168K | 2.5% |
| 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.
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeflexPATH Strategies Core Plus Bd Fund II Class 11 to Core Plus Bond II I1 | $582K to $682K |
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.
9 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 | $24,980 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 · EIN 84-4383499 Advisory (Plan) | $15,531 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
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.
Filed January 19, 2017.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025