Filings through .
3 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$157K in admin expenses, $696 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $217M of the plan's $229M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $58.6M | 27.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $40.2M | 18.6% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $35.6M | 16.4% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $22.6M | 10.4% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $12.1M | 5.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $8.6M | 4.0% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $8.5M | 3.9% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8.3M | 3.8% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $5.3M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $5.1M | 2.3% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changePrincipal LifeTime 2030 Trust to Principal LifeTime 2030 Trust | $47.2M to $58.6M |
| DroppedAmer Cent Eq Growth I Fund | $13.7M |
| DroppedBaird Core Plus Bond I Fund | $8.0M |
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.
5 more lines and 2 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $157,321 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Service code 27 · EIN 47-1411118 Advisory (Plan) | $50,982 |
NATIONAL EXCHANGE CARRIER ASSOCIATI11+ years Service code 49 · EIN 22-2484310 Other Services | $45,804 |
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 August 3, 1998 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025