Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$57K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 21 lines in all, holding $13.3M of the plan's $13.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $11.3M | 85.0% |
| Prin LgCap S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $441K | 3.3% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market | $406K | 3.0% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $182K | 1.4% |
| American Funds Growth Fund Am R6 Capital Group · Mutual fund | $175K | 1.3% |
| Prin Lgcap Growth I Sa-Z Principal · Insurance contract Recordkeeper's own fund | $155K | 1.2% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $146K | 1.1% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $99K | 0.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $72K | 0.5% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $69K | 0.5% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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 GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $26,493 |
Filed as: MERRILL LYNCH PIERCE FEENER & SMITH Service code 17 · EIN 13-5674085 Pension Consulting | $25,413 |
DANZIGER & MARKHOFF LLP3 years Service code 13 · EIN 13-3010201 Contract Administrator | $5,507 |
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.
3 contacts
11 filings · 2015 to 2025