Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$77K in admin expenses, $544 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 hold $23.8M of the plan's $26.3M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.1M | 29.6% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $3.1M | 12.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.5M | 10.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.1M | 9.0% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $1.6M | 6.6% |
| Vanguard Intermediate Term Investment Vanguard · Mutual fund | $1.3M | 5.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 4.8% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $1.1M | 4.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $828K | 3.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $785K | 3.3% |
| 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 |
10 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.
10 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $76,989 |
JOHNSON INVESTMENT CO.2 years Filed as: JOHNSON INVESTMENTS Service code 27 · EIN 31-1801770 Advisory (Plan) | $47,249 |
SCROGGINSGREAR, INC.2 years Filed as: SCROGGINSGREAR INC. Service code 49 Other Services | $11,089 |
SCROGGINSGREAR, INC.2 years Filed as: SCROGGINSGREAR INC Service code 49 · EIN 31-0795487 Other Services | $0 |
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.
2 contacts
11 filings · 2015 to 2025