Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$368K in admin expenses, $642 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 10 lines in all, holding $22.4M of the plan's $22.4M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long Duration Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $5.1M | 22.9% |
| PIMCO Investment Grade Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $4.4M | 19.7% |
| Principal Government & High Quality Bond Separate Account Principal · Separate account Recordkeeper's own fund | $3.1M | 14.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 13.3% |
| PIMCO Long-Term Credit Bond Fund Institutional PIMCO (Allianz) · Mutual fund | $2.8M | 12.4% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.8M | 7.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $833K | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $823K | 3.7% |
| Oppenheimer Developing Markets Fund Invesco · Mutual fund | $294K | 1.3% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $230K | 1.0% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPIMCO Inv GD Credi BD Instl FD | $7.9M |
| AddedPIMCO Investment Grade Credit Bond Fund Institutional | $4.4M |
| AddedPrincipal Government & High Quality Bond Separate Account | $3.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
1 more change in this lineup is 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 GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $145,300 |
Service code 27 · EIN 20-5122562 Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Alexander Gira Principal Financial Group Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed January 4, 2019 (most recent of 4 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025