Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$76K in admin expenses, $269 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $42.7M of the plan's $42.7M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $7.9M | 18.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $7.8M | 18.3% |
| SEI S&P 500 Index CIT N SEI · Collective trust Index | $5.5M | 12.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $5.4M | 12.6% |
| MFS Value CIT N MFS (Sun Life) · Collective trust | $2.7M | 6.3% |
| Principal Fixed Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $2.0M | 4.6% |
| Nationwide Geneva Small Cap Growth Fund Class R6 Nationwide · Mutual fund | $1.7M | 3.9% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $1.6M | 3.7% |
| Eupac Fund Capital Group · Mutual fund | $1.5M | 3.5% |
| SEI International Equity Index CIT TR SEI · Collective trust Index | $1.1M | 2.6% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackRock S&P 500 Index CIT N to SEI S&P 500 Index CIT N | $5.1M to $5.5M |
| AddedJPMorgan Mid Cap Growth Fund | $1.6M |
| ReplacedHighBlackrock, International Equity Index to SEI International Equity Index CIT TR | $647K to $1.1M |
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.
12 more lines and 6 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $76,488 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025