Filings through .
4 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.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$988K in admin expenses, $12837 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 12 lines in all, holding $2.6M of the plan's $2.6M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $744K | 28.3% |
| Principal Global Investors - Principal Core Fixed Income Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $612K | 23.3% |
| Causeway/Barrow Hanley - Principal Overseas Searate Account-Z Causeway Capital · Insurance contract | $340K | 13.0% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $249K | 9.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $240K | 9.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $129K | 4.9% |
| Allspring Special Small Cap Value Fund Allspring · Mutual fund | $62K | 2.4% |
| Great Gray Mid Cap Value R1 Fund Manager not matched · Collective trust | $61K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $55K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $55K | 2.1% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
1 contact
2 filings · 2024 to 2025