Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$9K in admin expenses, $21 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 21 lines in all, holding $36.6M of the plan's $36.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $23.2M | 63.4% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $4.1M | 11.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $3.9M | 10.7% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $1.1M | 2.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $801K | 2.2% |
| Principal Global Investors - Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $539K | 1.5% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $429K | 1.2% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $368K | 1.0% |
| Principal Global Investors - Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $363K | 1.0% |
| Vanguard Emerging Markets Stock IndexFund/United States Vanguard · Mutual fund | $334K | 0.9% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeiShares S&P 500 Index Fund Class K Shares to iShares S&P 500 Index Fund | $3.6M to $4.1M |
| DroppedCommon/Collective Trust Principal G | $2.0M |
| AddedVanguard Total International Stock Index Fund | $801K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 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.
11 more lines 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 GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $8,784 |
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