Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$234K in admin expenses, $385 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 36 lines in all, holding $37.9M of the plan's $38.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $27.5M | 72.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 5.2% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.8M | 4.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $760K | 2.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $495K | 1.3% |
| Cost Common/Collective Trusts Manager not matched · Collective trust | $461K | 1.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $457K | 1.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $369K | 1.0% |
| DFA Inflation Protected Securities I Fund Dimensional · Mutual fund | $353K | 0.9% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $308K | 0.8% |
| 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 |
26 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.
26 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 5 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $233,891 |
ACTUARIAL BENEFITS CORP6 years Service code 16 · EIN 20-1054428 Consulting | $35,415 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 Advisory (Plan) | $20,000 |
PENSION ASSURANCE LLP5 years Service code 10 Accounting | $10,000 |
PENSION ASSURANCE LLP4 years Filed as: PENSION ASSURANCE, LLP Service code 10 · EIN 30-0840934 Accounting | $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