Filings through .
No flags tripped on the 2025 filing.
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.
$121K in admin expenses, $153 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 28 lines in all, holding $37.5M of the plan's $37.9M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirepilot Mod 2035 Fund R1 Manager not matched · Collective trust | $11.2M | 29.8% |
| Great Gray Retirepilot Mod Ret Fund R1 Manager not matched · Collective trust | $8.1M | 21.6% |
| Great Gray Retirepilot Mod 2045 Fund R1 Manager not matched · Collective trust | $8.1M | 21.6% |
| Great Gray Retirepilot Mod 2055 Fund R1 Manager not matched · Collective trust | $3.8M | 10.1% |
| Great Gray Large Cap Growth Fund II R1 FD Manager not matched · Collective trust | $1.8M | 4.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.5% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $1.3M | 3.5% |
| Great Gray RetirePilot Mod 2065 Fund R1 Manager not matched · Collective trust | $650K | 1.7% |
| Great Gray Large Cap Value R1 Fund Manager not matched · Collective trust | $352K | 0.9% |
| Great Gray Mid Cap Value Fund II Class R1 Manager not matched · Collective trust | $164K | 0.4% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray RetirePilot Mod 2065 Fund R1 | $650K |
| DroppedNEW Perspective Fund Class R-6 | $313K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
18 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 GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $120,575 |
Service code 27 · EIN 47-1411118 Advisory (Plan) | $50,919 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025