Filings through .
No flags tripped on the 2024 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 2024 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.
$44K in admin expenses, $104 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 18 lines in all, holding $12.1M of the plan's $12.8M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.7M | 64.0% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $1.1M | 9.1% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $740K | 6.1% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $383K | 3.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $371K | 3.1% |
| Invesco Small Cap Growth Fund Class R6 Invesco · Mutual fund | $296K | 2.5% |
| Galliard Stable Return PN Allspring · Collective trust | $258K | 2.1% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $210K | 1.7% |
| Prin/BR Intl Eq Indx CIT N Principal · Collective trust IndexRecordkeeper's own fund | $188K | 1.6% |
| Prin/BR S&P Mid Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $167K | 1.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 |
|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 Advisory (Plan) | $25,175 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $19,672 |
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 2024 filing.
3 contacts
10 filings · 2015 to 2024