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.
$58K in admin expenses, $469 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $16.3M of the plan's $16.2M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $11.4M | 70.2% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $1.3M | 7.7% |
| Guaranteed Investment Fund Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $555K | 3.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $389K | 2.4% |
| SmallCap S&P 600 Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $354K | 2.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $339K | 2.1% |
| Principal Cap App Inst Fund Principal · Mutual fund Recordkeeper's own fund | $318K | 2.0% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $295K | 1.8% |
| International Equity Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $295K | 1.8% |
| Janus International Holding, LLC Janus Henderson · Mutual fund | $232K | 1.4% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $58,340 |
EDWARD JONES9 years Service code 27 · EIN 43-0345811 Advisory (Plan) | $21,096 |
Service code 49 · EIN 38-3220894 Other Services | $7,053 |
Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
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.
3 contacts
11 filings · 2015 to 2025