Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$97K in admin expenses, $776 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 5 lines in all, holding $8.4M of the plan's $8.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal PGI LDI Long Duration Sep Account Principal · Mutual fund Recordkeeper's own fund | $3.4M | 40.5% |
| Principal PGI LDI Int Duration Sep Account Principal · Mutual fund Recordkeeper's own fund | $3.3M | 39.9% |
| Principal PGI LDI Short Duration Sep Account Principal · Mutual fund Recordkeeper's own fund | $1.4M | 16.8% |
| Principal PGI Liquid Assets Sep Account Principal · Money market Recordkeeper's own fund | $189K | 2.3% |
| Cost Value Collective trust fund: Gre Manager not matched · Collective trust | $48K | 0.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGreat Gray DB Growth Portfolio Institutional Fund | $5.0M |
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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $61,887 |
Filed as: CAPFINANCIAL PARTNERS LC Service code 27 · EIN 26-0058143 Advisory (Plan) | $35,165 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Timothy Curtis Principal Financial Group 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.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025