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).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 3 years on record. Charts need 3 years.
2 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$311K in admin expenses, $159 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 27 lines in all, holding $44.0M of the plan's $45.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $32.9M | 74.8% |
| Prin LgCap S&P 500 Index SA-R3 Principal · Insurance contract IndexRecordkeeper's own fund | $2.3M | 5.2% |
| Virtus Silvant Fcsd Growth R6 Fd Virtus · Mutual fund | $1.5M | 3.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 2.6% |
| American Am Fd Cap Wld Gr and In R6 Fnd Capital Group · Mutual fund | $894K | 2.0% |
| Guaranteed Interest Account Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $765K | 1.7% |
| Prin SAM Strat Growth SA-R3 Principal · Insurance contract Recordkeeper's own fund | $669K | 1.5% |
| Am Fds EuroPacific R6 Fd Capital Group · Mutual fund | $589K | 1.3% |
| Prin MidCap S&P 400 Index SA-R3 Principal · Insurance contract IndexRecordkeeper's own fund | $332K | 0.8% |
| American Am Mut R6 Capital Group · Mutual fund | $321K | 0.7% |
Added 2 funds, dropped 2 funds, likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedPooled Separate Accounts Principal | $3.2M |
| ReplacedHighRegistered American Am Fds Grth Fd of Am R3 Fund to Virtus Silvant Fcsd Growth R6 Fd | $1.2M to $1.5M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $1.1M |
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.
17 more lines and 4 more changes in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 GROUP3+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $310,635 |
STABILITY FINANCIAL LLC3+ years Service code 27 · EIN 46-3092632 Advisory (Plan) | $113,294 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025