Filings through .
4 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Loss discovered
Plan reported the discovery of a loss from fraud or dishonesty.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$355K in admin expenses, $164 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
38 funds of $250K or more, counting each target-date vintage; shown as 28 lines, holding $153M of the plan's $157M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $68.1M | 44.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $18.5M | 12.1% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $11.4M | 7.5% |
| Fidelity Adv Tech Z Fund Fidelity (FMR) · Mutual fund | $10.0M | 6.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $6.0M | 4.0% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $6.0M | 3.9% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $5.1M | 3.3% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $4.7M | 3.1% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $4.4M | 2.9% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.8M | 1.8% |
| 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 2 funds.
| Fund | Year-end value |
|---|---|
| AddedDFA International Value I Fund | $850K |
| AddedArtisan Global Value Fund Institutional Shares | $441K |
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.
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 5 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $199,922 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC. Service code 27 · EIN 13-4071393 Advisory (Plan) | $89,462 |
UHY LLP8 years Service code 10 · EIN 20-0694403 Accounting | $31,770 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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.
2 contacts
11 filings · 2015 to 2025