Filings through .
No flags tripped on the 2025 filing.
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.
$56K in admin expenses, $294 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 22 lines in all, holding $26.6M of the plan's $26.7M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $15.6M | 58.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 15.4% |
| T. Rowe Price Funds RIC T .Rowe Price Bl Chip GR I Fund T. Rowe Price · Mutual fund | $2.2M | 8.3% |
| Eaton Vance RIC ETN VNC ATL CP Smid-CAP R6 FD 0 Morgan Stanley · Mutual fund | $855K | 3.2% |
| Vanguard Group Vanguard Intl-Tm Bd Index Adm Fd Vanguard · Mutual fund Index | $618K | 2.3% |
| Principal Global Investors Trust Co Princ Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $504K | 1.9% |
| Principal Life Insurance Company PSA Prin U.S. Property SA-Z Principal · Insurance contract Recordkeeper's own fund | $492K | 1.8% |
| American Funds Service Company RIC AM Newworld R6 Capital Group · Mutual fund | $433K | 1.6% |
| American Funds Service Company RIC Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $330K | 1.2% |
| Oakmark RIC Oakmark R6 Fund Natixis IM · Mutual fund | $248K | 0.9% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Developed Markets Index Fund Admiral Shares to Vanguard Group Vanguard Intl-Tm Bd Index Adm Fd | $37K to $618K |
| DroppedVanguard Total International Bond Index Fund Admiral Shares | $438K |
| AddedAmerican Funds Service Company RIC AM Newworld R6 | $433K |
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.
12 more lines and 2 more changes 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 Contract Administrator | $56,354 |
ACTUARIAL BENEFITS CORP11+ years Service code 49 · EIN 20-1054428 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 Other Services | $24,459 |
MORNINGSTAR4 years 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.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025