Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$25K in admin expenses, $235 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 18 lines in all, holding $3.6M of the plan's $3.7M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.6M | 44.0% |
| Principal LifeTime Principal · Insurance contract Target-date, 1 vintageRecordkeeper's own fund | $441K | 12.2% |
| MidCap S&P 400 Index Fund Principal · Mutual fund Recordkeeper's own fund | $189K | 5.2% |
| American Am Fds New Persp Fund Capital Group · Mutual fund | $188K | 5.2% |
| Invesco Inv Dev Mark R Fd Invesco · Mutual fund | $183K | 5.1% |
| Principal LgCap S&P 500 Principal · Mutual fund IndexRecordkeeper's own fund | $165K | 4.6% |
| Columbia Dividend Income R Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $118K | 3.3% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund Recordkeeper's own fund | $100K | 2.8% |
| JP Morgan Large Cap JPMorgan · Other | $88K | 2.4% |
| American Fds Am Mut Capital Group · Mutual fund | $86K | 2.4% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundPrincipal LifeTime 2055 Trust to Principal LifeTime 2055 Fund | $1.6M to $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
8 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $25,363 |
Service code 49 · EIN 46-3766777 Other Services | $8,939 |
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