Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return 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.
$26K in admin expenses, $124 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 20 lines in all, holding $22.5M of the plan's $22.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| LargeCap S&P 500 Index SA - R6 Manager not matched · Separate account Index | $5.0M | 22.4% |
| LifeTime 2040 SA - R6 Manager not matched · Separate account | $1.8M | 8.1% |
| MidCap SA - R6 Manager not matched · Separate account | $1.8M | 8.0% |
| LifeTime Strategic Income SA - R6 Pooled separate account Manager not matched · Separate account | $1.7M | 7.7% |
| LifeTime 2050 SA - R6 Manager not matched · Separate account | $1.6M | 7.0% |
| LifeTime 2060 SA - R6 Manager not matched · Separate account | $1.4M | 6.3% |
| Equity Income SA - R6 Manager not matched · Separate account | $1.4M | 6.1% |
| SmallCap Growth I SA - R6 Manager not matched · Separate account | $1.1M | 4.7% |
| LargeCap Growth I SA - R6 Manager not matched · Separate account | $1.0M | 4.5% |
| Principal Life Insurance Company: Diversified International SA - R6 Pooled separate account Principal · Insurance contract Recordkeeper's own fund | $989K | 4.4% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMidCap Growth III SA - R6 | $445K |
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.
10 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $25,738 |
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.
3 contacts
11 filings · 2015 to 2025