Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$3K in admin expenses, $14 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 13 lines in all, holding $2.1M of the plan's $2.4M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Core Fixed Income Separate Account Principal · Separate account | $1.0M | 47.3% |
| Principal Bond Market Index Separate Account Principal · Separate account Index | $336K | 15.8% |
| Principal Diversified International Separate Account Principal · Separate account | $128K | 6.0% |
| Principal High Yield Separate Account Principal · Separate account | $117K | 5.5% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account Index | $111K | 5.2% |
| Principal U.S. Property Separate Account Principal · Separate account | $100K | 4.7% |
| Principal LargeCap Growth I Separate Account Principal · Separate account | $84K | 4.0% |
| Principal Equity Income Separate Fund Principal · Separate account | $83K | 3.9% |
| Principal Overseas Separate Account Principal · Separate account | $44K | 2.1% |
| Prin MidCap Sep Acct-Z Principal · Separate account | $38K | 1.8% |
| 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 |
3 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.
3 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 65 · EIN 42-0127290 Account Maintenance | $3,350 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jacob Abry, Asa, Ea October Three Consulting LLC Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025