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.
$5K in admin expenses, $36 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 15 lines in all, holding $1.8M of the plan's $1.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.5M | 84.7% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $98K | 5.5% |
| Principal Fixed Income Guarant Principal · Insurance contract Recordkeeper's own fund | $32K | 1.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 1.7% |
| Bond Fund OF America Capital Group · Mutual fund | $28K | 1.6% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $14K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $14K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.7% |
| Diversified International Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $12K | 0.7% |
| MidCap Growth Fund Institutional Class Principal · Mutual fund Recordkeeper's own fund | $9K | 0.5% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $4,556 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025