Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$100K in admin expenses, $217 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 24 lines in all, holding $25.4M of the plan's $25.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $20.3M | 79.6% |
| Principal Large Cap S&P 500 I Principal · Insurance contract IndexRecordkeeper's own fund | $3.3M | 12.9% |
| Prin Blue Chip SA-Z Principal · Insurance contract Recordkeeper's own fund | $310K | 1.2% |
| Guaranteed Interest Contract Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $209K | 0.8% |
| Prin SmCap S&P 600 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $197K | 0.8% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $192K | 0.8% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $143K | 0.6% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $132K | 0.5% |
| Principal MidCap SA-Z Principal · Insurance contract Recordkeeper's own fund | $123K | 0.5% |
| American Am Fnd Inv Com of Am R6 Fund Capital Group · Mutual fund | $83K | 0.3% |
| 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 |
14 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.
14 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 5 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $90,190 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 Other Services | $41,925 |
FARMER & BETTS3 years Service code 13 · EIN 94-3322438 Contract Administrator | $9,686 |
FARMER & BETTS3 years Filed as: FARMER & BETTS, INC Service code 13 Contract Administrator | $8,589 |
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.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025