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.
$40K in admin expenses, $158 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more, counting each target-date vintage; shown as 9 lines, holding $19.0M of the plan's $19.7M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $9.3M | 48.9% |
| NT Collective S&P 500 Index Fund Non-Lending Northern Trust · Collective trust Index | $3.7M | 19.3% |
| NT Collective S&P 400 Index Fund Non-Lending Northern Trust · Collective trust Index | $2.1M | 10.9% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $2.0M | 10.5% |
| NT ACWI ex US Investable Market Index Non-Lending Fund Northern Trust · Collective trust Index | $1.2M | 6.1% |
| NT Collective Aggregate Bond Index Fund / Non Lending Northern Trust · Collective trust Index | $287K | 1.5% |
| Fiam Core Plus Comm Pl Class I Fund Fidelity (FMR) · Mutual fund | $264K | 1.4% |
| Northern Russell 2000 Index Fund - DC - Non Lending Northern Trust · Collective trust Index | $199K | 1.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $80K | 0.4% |
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $42,946 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025