Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$101K in admin expenses, $186 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $48.4M of the plan's $48.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 12 vintagesRecordkeeper's own fund | $28.5M | 58.9% |
| Current Registered investment companies: iShares S&P 500 Index Fund BlackRock · ETF Index | $5.0M | 10.4% |
| Guaranteed Investment Contract Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.7M | 5.5% |
| JPMorgan U.S. Value Fund JPMorgan · Mutual fund | $2.6M | 5.3% |
| Principal Large Cap Growth I Principal · Separate account Recordkeeper's own fund | $2.2M | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 2.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $915K | 1.9% |
| Goldman Sachs Emerging Markets Equity Fund Goldman Sachs · Mutual fund | $575K | 1.2% |
| Principal Diversified International Separate Account Principal · Separate account Recordkeeper's own fund | $569K | 1.2% |
| Neuberger Small Cap Growth Fund Neuberger Berman · Mutual fund | $543K | 1.1% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $101,236 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 22 · EIN 95-2834236 Insurance Broker | $82,358 |
MORNINGSTAR1 year 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.
8 feature codes on the 2025 filing.
Filed October 28, 2022 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025