Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$83K in admin expenses, $269 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 20 lines in all, holding $6.0M of the plan's $6.7M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully Benefit-Responsive Investment Contracts, at contract value Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.4M | 23.6% |
| Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $565K | 9.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $559K | 9.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $514K | 8.6% |
| Principal Equity Income Fund Principal · Mutual fund Recordkeeper's own fund | $512K | 8.5% |
| Principal LifeTime Principal · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $464K | 7.7% |
| Goldman Sachs Em Mkt Eq Is R6 Goldman Sachs · Mutual fund | $308K | 5.1% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $246K | 4.1% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $245K | 4.1% |
| MidCap S&P 400 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $157K | 2.6% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedNV LC IN Ret Inc R6 | $1.6M |
| ReplacedHighJPMorgan U.S. Equity Fund Class R6 to Principal Blue Chip Separate Account | $524K to $565K |
| AddedFidelity U.S. Bond Index Fund | $559K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
10 more lines and 5 more changes 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 |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $77,429 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 Other Services | $10,281 |
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.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025