Filings through .
No flags tripped on the 2025 filing.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$60K in admin expenses, $147 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $29.1M of the plan's $34.6M. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $19.2M | 66.1% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $5.5M | 18.8% |
| Harbor Capital App Inst Fund Harbor Capital · Mutual fund | $1.2M | 4.0% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $719K | 2.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $671K | 2.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $668K | 2.3% |
| Thornburg International Equity Fund - Class R6 Thornburg · Mutual fund | $496K | 1.7% |
| PIMCO RAE US Sml Instl Fd PIMCO (Allianz) · Mutual fund | $199K | 0.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $194K | 0.7% |
| Voya Mid Cap Opps I Fund Voya · Mutual fund | $170K | 0.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighGalliard Stable Return PN to Common/Collective Trust SEI Trust C | $3.3M to $5.5M |
| DroppedPrincipal/BlackRock S&P 500 Index CIT N Fund | $4.9M |
| DroppedLoomis Sayles Small Cap Growth Fund | $642K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
1 more line and 3 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $59,980 |
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
6 filings · 2019 to 2025