Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
$185K in admin expenses, $140 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 of $250K or more, counting each target-date vintage; shown as 13 lines, holding $44.8M of the plan's $46.4M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $34.9M | 77.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 7.3% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.7M | 3.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 2.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $792K | 1.8% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $570K | 1.3% |
| Fidelity Total Index Fund Fidelity (FMR) · Mutual fund Index | $535K | 1.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $498K | 1.1% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $420K | 0.9% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $401K | 0.9% |
| 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 |
3 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.
3 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $184,856 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 Advisory (Plan) | $85,126 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025