Filings through .
1 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.)
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.
$89K in admin expenses, $571 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 16 lines in all, holding $20.2M of the plan's $20.5M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $15.5M | 76.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 8.7% |
| Account-Z Fixed Income Guaranteed Option Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.2M | 5.8% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $443K | 2.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $431K | 2.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $287K | 1.4% |
| Nomura Small Cap Value Fund Class R6 Macquarie / Nomura · Mutual fund | $102K | 0.5% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund | $101K | 0.5% |
| Natixis Oakmark International Fund (Instl) Natixis IM · Mutual fund | $78K | 0.4% |
| Trusts Pooled Separate Account Principal Real Estate Securities Separate Principal · Separate account Recordkeeper's own fund | $74K | 0.4% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
6 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 |
|---|---|
Service code 17 · EIN 13-5674085 Pension Consulting | $87,130 |
DANZIGER & MARKHOFF LLP3 years Service code 49 · EIN 13-3010201 Other Services | $8,014 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $1,450 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed October 11, 2019.
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 actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025