Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$70K in admin expenses, $467 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 25 lines in all, holding $9.8M of the plan's $9.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $3.7M | 37.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.3M | 13.3% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $664K | 6.7% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $626K | 6.4% |
| Prin Intl Equity Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $378K | 3.8% |
| Principal International Equity Index Separate Account Principal · Insurance contract IndexRecordkeeper's own fund | $378K | 3.8% |
| Spectrum Preferred and Capital Fund Principal · Insurance contract Recordkeeper's own fund | $349K | 3.5% |
| Prin Spec Pref Cap Sec Inc Pem Principal · Insurance contract Recordkeeper's own fund | $349K | 3.5% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $314K | 3.2% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $265K | 2.7% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $70,454 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 Advisory (Plan) | $23,604 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 Advisory (Plan) | $11,609 |
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025