Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$13K in admin expenses, $113 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 15 lines in all, holding $9.0M of the plan's $9.3M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $4.4M | 48.9% |
| Principal Blue Chip Separate Account Principal · Insurance contract Recordkeeper's own fund | $854K | 9.5% |
| Guaranteed Investment Contracts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $830K | 9.2% |
| Principal Guaranteed - 5 Year Principal · Insurance contract Recordkeeper's own fund | $768K | 8.5% |
| Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $486K | 5.4% |
| International Equity Fund (formerly, International Fund I) Institutional Class Principal · Insurance contract Recordkeeper's own fund | $269K | 3.0% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Insurance contract IndexRecordkeeper's own fund | $240K | 2.7% |
| Principal LargeCap Value III Separate Account Principal · Insurance contract Recordkeeper's own fund | $221K | 2.5% |
| Principal Small-Cap Value II Separate Account Principal · Insurance contract Recordkeeper's own fund | $211K | 2.3% |
| Principal U.S. Property Separate Account Principal · Insurance contract Recordkeeper's own fund | $209K | 2.3% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $13,231 |
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.
Filed January 6, 2006 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025