Filings through .
1 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.
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.
$37K in admin expenses, $91 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $47.0M of the plan's $49.8M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $7.0M | 15.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 13.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.2M | 11.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 10.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 8.9% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $3.6M | 7.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.1% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $2.0M | 4.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $1.9M | 4.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.8M | 3.9% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Primecap Fund Admiral Shares | $1.5M |
| Share class changeVanguard Wellington Fund Admiral Shares to Vanguard Group Vanguard Wellington Adm Fund | $450K to $553K |
| Share class changeVanguard Global Equity Fund Investor Shares to Vanguard Group Vanguard Global Equity Investor Fund | $297K to $466K |
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.
9 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $35,299 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 Advisory (Plan) | $22,829 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025