Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$112K in admin expenses, $354 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $33.8M of the plan's $34.4M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $17.4M | 51.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.8M | 17.2% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.4M | 4.1% |
| Principal International Pooled Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.2M | 3.5% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.2M | 3.5% |
| Principal LargeCap Value Pooled Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.2M | 3.4% |
| Principal LargeCap Growth | Sep Acct Principal · Insurance contract Recordkeeper's own fund | $1.1M | 3.3% |
| Principal MidCap Value Fund Principal · Insurance contract Recordkeeper's own fund | $1.0M | 3.1% |
| Prin Midcap Sep Acct Principal · Insurance contract Recordkeeper's own fund | $600K | 1.8% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $518K | 1.5% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCommon/Collective Trust Principal G | $849K |
| AddedPrincipal Strategic Index Income Common/Collective Trust | $250K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
12 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $111,942 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 Other Services | $34,354 |
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 November 29, 1999 (most recent of 3 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.
2 contacts
11 filings · 2015 to 2025