Filings through .
No flags tripped on the 2025 filing.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$44K in admin expenses, $161 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 15 lines in all, holding $7.1M of the plan's $7.1M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Manager not matched · Collective trust Target-date, 12 vintages | $4.3M | 60.1% |
| Large-cap S&P 500 Index Account Manager not matched · Separate account Index | $1.1M | 15.0% |
| Principal Life Insurance Company Blue Chip Separate Account Principal · Insurance contract Recordkeeper's own fund | $394K | 5.5% |
| Liquid Assets Separate Account Manager not matched · Money market | $328K | 4.6% |
| Large Cap Value III Account Manager not matched · Separate account | $234K | 3.3% |
| Mid Cap Growth III Separate Account Manager not matched · Separate account | $224K | 3.1% |
| International Small Cap Fund Manager not matched · Separate account | $187K | 2.6% |
| Core Plus Bond Separate Account Manager not matched · Separate account | $96K | 1.3% |
| Small-Cap S&P 600 Index Manager not matched · Separate account Index | $77K | 1.1% |
| Government and High Quality Bond Separate Account Manager not matched · Separate account | $69K | 1.0% |
| 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.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedLarge-cap S&P 500 Index Account | $1.1M |
| AddedLiquid Assets Separate Account | $328K |
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, not money moved.
5 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $43,756 |
Service code 49 · EIN 37-1075738 Other Services | $5,468 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 Other Services | $5,468 |
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