Filings through .
2 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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.
$1.0M in admin expenses, $1410 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 10 lines in all, holding $96.6M of the plan's $96.6M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Corporate 25+ Year Fund Tier II Principal · Collective trust Recordkeeper's own fund | $38.3M | 39.6% |
| Principal LDI Corporate 5-25- Year Fund Tier II Principal · Mutual fund Recordkeeper's own fund | $17.7M | 18.4% |
| Wtw Group Trust Real Assets Fund WTW · Collective trust | $16.8M | 17.3% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $13.6M | 14.0% |
| Principal Diversified International Separate Account - Z Principal · Separate account Recordkeeper's own fund | $4.8M | 4.9% |
| Commingled fund WTW · Collective trust | $2.6M | 2.7% |
| Principal Overseas Separate Account-Z Principal · Separate account Recordkeeper's own fund | $1.7M | 1.7% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $807K | 0.8% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $304K | 0.3% |
| Principal LDI Extended Duration Separate Account-Z Principal · Separate account Recordkeeper's own fund | $122K | 0.1% |
Added 7 funds, dropped 10 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LDI Corporate 25+ Year Fund Tier II | $38.3M |
| DroppedLegal & General MSCI ACWI Collective Investment Trust Fund | $27.7M |
| AddedPrincipal LDI Corporate 5-25- Year Fund Tier II | $17.7M |
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.
14 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 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $127,253 |
Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 Actuarial | $117,618 |
Filed as: WILLIS TOWERS WATSON US Service code 27 · EIN 53-0181291 Advisory (Plan) | $32,943 |
BNY MELLON1 year Service code 27 · EIN 03-5160382 Advisory (Plan) | $24,991 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 Accounting | $13,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 Advisory (Plan) | $12,095 |
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 |
|---|---|---|
Frank Maniaci Principal Financial Group 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.
Filed March 15, 1999 (most recent of 2 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.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025