Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% 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.
$61K in admin expenses, $389 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 25 lines in all, holding $14.3M of the plan's $14.5M. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $9.2M | 64.3% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $849K | 5.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $549K | 3.8% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $504K | 3.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $464K | 3.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $278K | 1.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $268K | 1.9% |
| Principal LargeCap Growth I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $229K | 1.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $208K | 1.5% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $184K | 1.3% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $60,753 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 Advisory (Plan) | $31,359 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025