Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$21K in admin expenses, $77 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 20 lines in all, holding $3.8M of the plan's $3.8M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $689K | 18.3% |
| Core Fixed Income Fund (f/k/a Income Fund) Principal · Mutual fund Recordkeeper's own fund | $664K | 17.6% |
| Eupac Fund Capital Group · Mutual fund | $461K | 12.2% |
| Principal Large Cap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $388K | 10.3% |
| Principal Equity Income Fund Principal · Mutual fund Recordkeeper's own fund | $363K | 9.6% |
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $188K | 5.0% |
| Blue Chip Fund Principal · Mutual fund Recordkeeper's own fund | $178K | 4.7% |
| New World Fund Inc Capital Group · Mutual fund | $158K | 4.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $114K | 3.0% |
| MidCap S&P 400 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $106K | 2.8% |
| 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 |
10 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, not money moved.
10 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $20,855 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 Other Services | $7,540 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $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 August 4, 2021 (most recent of 2 filings on file).
Total covered: 30 employees
Street address, email and phone are on Pro. Free for 7 days, then $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025