Filings through .
4 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer 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.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$294K in admin expenses, $287 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 hold $86.6M of the plan's $91.9M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Life Insurance Company Prin/Blackrock S&P 500 Inex BlackRock · Insurance contract Index | $10.7M | 12.3% |
| Common/Collective Trust Allspring Allspring · Collective trust | $9.8M | 11.3% |
| TCW Metwest Ttl Rn Bd Fd Cl I TCW · Mutual fund | $9.7M | 11.2% |
| Prin/Federated Total Return Bd Federated Hermes · Insurance contract | $9.7M | 11.2% |
| Fidelity RealEst Ind Fd Cl Ins Fidelity (FMR) · Mutual fund | $6.8M | 7.8% |
| Common/Collective Trust Principal L Principal · Collective trust Recordkeeper's own fund | $6.5M | 7.5% |
| Prin/Blackrock S&P Midcp Ind BlackRock · Insurance contract | $6.0M | 6.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.4M | 5.1% |
| Prin/Blackrock Intl Equity Ind BlackRock · Insurance contract | $4.4M | 5.0% |
| Invesco Oppen Int Bd Fd Cl R6 Invesco · Mutual fund | $4.3M | 5.0% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 |
|---|---|
Service code 18 · EIN 51-0099493 Direct payment from the plan; Trustee... | $139,022 |
MERCER9 years Service code 11 · EIN 13-2934414 Actuarial | $35,069 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Mark a Hendricks Mercer Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed April 19, 2022 (most recent of 3 filings on file).
Total covered: 4 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
10 filings · 2016 to 2025