Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$106K in admin expenses, $371 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 26 lines, holding $27.7M of the plan's $28.3M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $10.4M | 37.7% |
| Principal Capital Appreciation Separate Account Z Principal · Insurance contract Recordkeeper's own fund | $2.7M | 9.7% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 6.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.6M | 5.7% |
| Principal Conservative Growth Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $1.2M | 4.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 3.8% |
| Janus International Holding, LLC Janus Henderson · Mutual fund | $1.0M | 3.6% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $820K | 3.0% |
| Capital Preservation Fund American Century · Stable value Stable value | $814K | 2.9% |
| Small Cap Growth Fund American Century · Mutual fund | $783K | 2.8% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $106,338 |
EQUITY SERVICES INC7 years Filed as: EQUITY SERVICES, INC. Service code 27 · EIN 03-0221141 Advisory (Plan) | $57,404 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 49 · EIN 23-2942715 Other Services | $9,573 |
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