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.
$52K in admin expenses, $86 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 8 lines, holding $49.1M of the plan's $51.1M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $31.3M | 63.8% |
| SSgA S&P 500 Index Security Lend Series II State Street (SSgA) · Collective trust Index | $6.5M | 13.2% |
| ABC Stable Value Fund Manager not matched · Stable value Stable value | $4.9M | 10.0% |
| Wellington Trust Company Small Cap Opportunity Portfolio Wellington · Collective trust | $2.3M | 4.6% |
| SSgA US Bond Index Security Lend Series XIV State Street (SSgA) · Collective trust Index | $1.2M | 2.3% |
| SSgA Global All Cap Equity Ex-US Index Security Lend Fund II State Street (SSgA) · Collective trust Index | $1.1M | 2.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $1.1M | 2.2% |
| State Street Russell Small/Mid Cap Index Fund - Class II State Street (SSgA) · Collective trust Index | $840K | 1.7% |
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 6 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $43,983 |
Service code 14 · EIN 42-1279416 Plan Administrator | $8,320 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 19 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 Securities Custodian | $0 |
MASSACHUSETTS FINANCIAL SERVICES CO11+ years Service code 17 · EIN 04-2747644 Pension Consulting | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
WELLINGTON MANAGEMENT7 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 Securities Custodian | $0 |
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.
Filed October 19, 2023 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025