Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$29K in admin expenses, $139 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 33 lines in all, holding $17.9M of the plan's $18.0M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 20.4% |
| Great Gray Trust Company-RetPilot Ameri Fds 2050 CI R1 Manager not matched · Collective trust | $2.5M | 14.2% |
| Great Gray Trust Company-RetPilot Ameri Fds 2040 CI R1 Manager not matched · Collective trust | $2.5M | 13.8% |
| Great Gray Trust Company-RetPilot Ameri Fds 2055 CI R1 Manager not matched · Collective trust | $908K | 5.1% |
| Great Gray Trust Company-RetPilot Ameri Fds 2060 CI R1 Manager not matched · Collective trust | $864K | 4.8% |
| Loomis Sayles Investment Grade Bond N Fund Natixis IM · Mutual fund | $824K | 4.6% |
| Great Gray Trust Company-RetPilot Ameri Fds 2065 CI R1 Manager not matched · Collective trust | $638K | 3.6% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $598K | 3.3% |
| SmallCap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $505K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $480K | 2.7% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
23 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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $29,135 |
Service code 27 · EIN 59-2937883 Advisory (Plan) | $15,724 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed October 18, 2004.
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.
3 contacts
10 filings · 2016 to 2025