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 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.
$156K in admin expenses, $104 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds hold $116M of the plan's $120M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal /BlackRock S&P 500 Index BlackRock · Collective trust Index | $14.1M | 12.1% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $13.8M | 11.9% |
| Principal/T.Rowe Price Inst LgCap Gr Managed CIT N T. Rowe Price · Collective trust | $11.5M | 9.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.1M | 8.7% |
| Principal Blackrock International Equity Index Fund BlackRock · Collective trust Index | $9.0M | 7.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $7.5M | 6.5% |
| American Funds Wasington Mutual R6 Capital Group · Mutual fund | $6.3M | 5.5% |
| Principal/BlackRock U.S. Aggregate Bond Index CIT BlackRock · Collective trust Index | $5.8M | 5.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.7M | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 3.9% |
| 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 |
12 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.
12 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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $156,123 |
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.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025