Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $529K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$123K in admin expenses, $114 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds hold $69.4M of the plan's $72.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $54.7M | 78.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 4.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 4.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.8M | 2.6% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $1.3M | 1.9% |
| Columbia Global Technologoy Growth Ameriprise (Columbia Threadneedle) · Mutual fund | $816K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $737K | 1.1% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $627K | 0.9% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $562K | 0.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $496K | 0.7% |
| 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 |
12 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.
12 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $122,090 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 27 · EIN 87-4130828 Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025