Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $60.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$172K in admin expenses, $229 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $102M of the plan's $103M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $32.4M | 31.8% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $16.0M | 15.7% |
| Large Cap Growth II R1 Fund Manager not matched · Collective trust | $14.3M | 14.0% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $6.5M | 6.4% |
| Vanguard Information Tech Index Fund Mutual Fund Vanguard · Mutual fund IndexPossible retail class A | $6.5M | 6.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $6.0M | 5.9% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $4.1M | 4.0% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $4.0M | 4.0% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund Possible retail class A | $2.2M | 2.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.1M | 2.0% |
| 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.
Added 1 fund, dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| AddedMid Cap Val II R1 | $759K |
| DroppedTouchstone MID CAP Fund Class A | $696K |
| Mutual fund to collective trustJPMorgan Small Cap Growth Fund Class R6 to Small Cap Growth Fund Class R1 Collective trust | $321K to $246K |
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.
10 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $124,042 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 Advisory (Plan) | $48,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $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.
3 contacts
11 filings · 2015 to 2025