Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
3% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$48K in admin expenses, $48 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 20 lines in all, holding $10.3M of the plan's $10.6M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.3M | 22.1% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.0M | 19.5% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $955K | 9.2% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $926K | 9.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $918K | 8.9% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $546K | 5.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $526K | 5.1% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $379K | 3.7% |
| Prin SmCap Value II Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $352K | 3.4% |
| Principal Global Investors Trust Co Prin LT STR IDX 2040 CIT T I Principal · Collective trust IndexRecordkeeper's own fund | $330K | 3.2% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 11 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2040 Portfolio Class Z | $1.0M |
| AddedInvesco Comstock Fund Class R6 | $955K |
| DroppedVoya Index Solution 2030 Portfolio Class Z | $946K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
10 more lines and 14 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed December 9, 2019.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025