Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$66K in admin expenses, $511 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, counting each target-date vintage; shown as 7 lines, holding $10.0M of the plan's $10.3M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $9.0M | 90.4% |
| Stable Value Collective Trust Fund Morley Capital Management Principal · Stable value Stable valueRecordkeeper's own fund | $761K | 7.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $166K | 1.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $18K | 0.2% |
| Loomis Sayles GL Allocation N Fund Natixis IM · Mutual fund | $6K | <0.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $5K | <0.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $139 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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 |
|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $65,869 |
VESTGEN ADVISORS LLC1 year Filed as: VESTGEN ADVISORS, LLC Service code 27 · EIN 37-2023726 Advisory (Plan) | $23,635 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 Advisory (Plan) | $13,011 |
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