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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Free for 7 days, then $49 a month.
$7K in admin expenses, $39 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 25 lines in all, holding $8.7M of the plan's $8.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $6.0M | 69.1% |
| Principal - Vanguard Growth Index Admiral Fund Vanguard · Mutual fund Index | $582K | 6.7% |
| ¯ Principal - DFA Global Equity I Fund Dimensional · Mutual fund | $390K | 4.5% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $332K | 3.8% |
| Principal - Vanguard Value Index Admiral Fund Vanguard · Mutual fund Index | $299K | 3.4% |
| Principal. Vanguard International Growth Admiral Fund Vanguard · Mutual fund | $182K | 2.1% |
| Principal -American Funds New World Fund R6 Capital Group · Mutual fund | $159K | 1.8% |
| Principal. Vanguard Total International Stock Index Admiral Fund Vanguard · Mutual fund Index | $147K | 1.7% |
| Principal o Vanguard Real Estate Index Admiral Fund Vanguard · Mutual fund Index | $129K | 1.5% |
| Principal. American Century Inflation Adjusted Bond Fund American Century · Mutual fund | $116K | 1.3% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LifeTime 2065 Trust | $429K |
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.
15 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $6,696 |
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
8 filings · 2018 to 2025