Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $219M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$470K in admin expenses, $59 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; 18 lines in all, holding $655M of the plan's $672M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Bank and Trust Company SSgA 500 Index Fund State Street (SSgA) · Collective trust Index | $158M | 24.2% |
| SEI IT World Equity Ex-US Fund Class A SEI · Mutual fund Possible retail class A | $146M | 22.3% |
| SEI Core Fixed Income Fund SEI · Mutual fund | $66.9M | 10.2% |
| SEI Global Managed Volatility Fund Class A SEI · Mutual fund Possible retail class A | $53.3M | 8.1% |
| State Street Bank and Trust Company Russell Small/Mid Cap Index Fund State Street (SSgA) · Collective trust Index | $47.2M | 7.2% |
| SEI Institutional Investments Trust - Dynamic Asset Allocation SEI · Collective trust | $35.0M | 5.3% |
| SEI Limited Duration Bond Fund SEI · Mutual fund | $30.6M | 4.7% |
| SEI Institutional Investment Trust - Real Return Plus Fund SEI · Collective trust | $25.3M | 3.9% |
| Galliard Stable Return PN Allspring · Collective trust | $20.5M | 3.1% |
| SEI IT Emerging Markets Debt Fund SEI · Mutual fund | $18.0M | 2.7% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $447,817 |
WIPFLI LLP10+ years Service code 10 · EIN 39-0758449 Accounting | $16,409 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 Legal | $5,595 |
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 October 18, 2004 (most recent of 2 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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025