Filings through .
No flags tripped on the 2025 filing.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$78K in admin expenses, $250 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 22 lines in all, holding $14.8M of the plan's $15.5M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $13.2M | 89.3% |
| Prin Liquid Assets Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $498K | 3.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $305K | 2.1% |
| Principal Life Insurance Principal LargeCap S&P 500 Index Company Principal · Separate account IndexRecordkeeper's own fund | $224K | 1.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $84K | 0.6% |
| Principal Life Insurance Company Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $63K | 0.4% |
| Neuberger Large Cap Value Fund Neuberger Berman · Mutual fund | $62K | 0.4% |
| Invesco Developing Markets Fund Invesco · Mutual fund | $48K | 0.3% |
| International Equity Index Principal Life Insurance Company Principal · Insurance contract IndexRecordkeeper's own fund | $48K | 0.3% |
| Principal Life Insurance Principal Core Fixed Income Separate $ Principal · Separate account Recordkeeper's own fund | $46K | 0.3% |
| 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, not money moved.
12 more lines in this lineup are on Pro. Free for 7 days, then $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.
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 | $66,282 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 27 · EIN 59-1237041 Advisory (Plan) | $11,774 |
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.
Filed August 13, 2008.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 contacts
11 filings · 2015 to 2025