Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $1.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$69K in admin expenses, $261 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more; 41 lines in all, holding $41.0M of the plan's $41.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $25.9M | 63.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.1M | 5.2% |
| Prin LgCp S&P 500 Index Inst Fd Principal · Mutual fund IndexRecordkeeper's own fund | $2.1M | 5.0% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.5M | 3.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $932K | 2.3% |
| Principal Core Fixed Income R6 Fund Principal · Mutual fund Recordkeeper's own fund | $809K | 2.0% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $798K | 1.9% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $755K | 1.8% |
| Emerging Markets Growth Fund - Institutional Cl Manager not matched · Mutual fund | $589K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $445K | 1.1% |
| 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 |
31 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.
31 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $68,969 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 · EIN 22-2446239 Contract Administrator | $15,883 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed February 11, 2011.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025