Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$22K in admin expenses, $66 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 14 lines in all, holding $3.5M of the plan's $3.5M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $2.7M | 78.5% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $297K | 8.6% |
| Registered Investment Company T. Rowe Price Funds T. Rowe Price · Mutual fund | $121K | 3.5% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $96K | 2.8% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $87K | 2.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $60K | 1.7% |
| Victory Pioneer Fnd Gwth R6 Fd Victory Capital · Mutual fund | $32K | 0.9% |
| Columbia Contra Core I3 Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $15K | 0.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $14K | 0.4% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $9K | 0.3% |
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, not money moved.
4 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 GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $22,124 |
Service code 27 · EIN 33-0785439 Advisory (Plan) | $8,633 |
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed April 26, 2012.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 contacts
11 filings · 2015 to 2025