Filings through .
1 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.
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.
$42K in admin expenses, $163 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 17 lines in all, holding $7.7M of the plan's $7.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $4.3M | 55.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $687K | 8.9% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $433K | 5.6% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $359K | 4.6% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $356K | 4.6% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $351K | 4.5% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $336K | 4.4% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $166K | 2.1% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $160K | 2.1% |
| Prin Intl SmallCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $153K | 2.0% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $25,369 |
INTEGRITY ALLIANCE LLC1 year Filed as: INTEGRITY ALLIANCE, LLC Service code 27 · EIN 20-3749442 Advisory (Plan) | $16,723 |
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 September 24, 2026.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025