Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 3 years on record. Charts need 3 years.
2 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.
$554K in admin expenses, $603 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
7 funds hold $92.4M of the plan's $106M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $24.8M | 26.9% |
| Vanguard Long-Term Bond Index Fund Vanguard · Mutual fund Index | $24.7M | 26.7% |
| Genesis Class R6 Manager not matched · Mutual fund | $15.7M | 17.0% |
| High Yield Corporate Fund Manager not matched · Mutual fund | $9.6M | 10.4% |
| Mefs Institutional Intl Manager not matched · Other | $9.0M | 9.8% |
| Vanguard Extended Duration Treasury ETF Vanguard · ETF Index | $6.4M | 6.9% |
| Vanguard Long-Term Bond ETF Vanguard · ETF Index | $2.2M | 2.4% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Institutional Intl | $7.8M |
| DroppedAllspring money market | $4.2M |
| AddedVanguard Long-Term Bond ETF | $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 Securities Custodian | $31,972 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Address, phone |
|---|---|---|
Vincent Piccolo Marsh (Mercer) (US) LLC Schedule SB | Schedule SB | Available on Pro |
Addresses, phones and enrollment numbers are on Pro. Pro shows the actuary's enrollment number, address and phone from the filing. Free for 7 days, then $49 a month.
4 contacts
3 filings · 2023 to 2025