Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $3.5M
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.
$149K in admin expenses, $181 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 29 lines in all, holding $36.4M of the plan's $37.1M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Moderate 2035 R1 Manager not matched · Collective trust | $4.9M | 13.5% |
| Moderate Retirement R1 Manager not matched · Collective trust | $3.5M | 9.6% |
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $3.5M | 9.6% |
| Moderate 2045 R1 Manager not matched · Collective trust | $3.4M | 9.3% |
| Moderate 2055 R1 Manager not matched · Collective trust | $2.9M | 7.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 6.9% |
| Aggressive 2045 R1 Manager not matched · Collective trust | $2.1M | 5.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.9M | 5.1% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.6M | 4.4% |
| flexPATH Index Aggressive 2035 Fund R1 Manager not matched · Collective trust Index | $1.4M | 3.8% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $149,260 |
KESTRA FINANCIAL7 years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 Advisory (Plan) | $64,488 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed November 25, 2008 (most recent of 3 filings on file).
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.
2 contacts
10 filings · 2016 to 2025