Filings through .
No flags tripped on the 2025 filing.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$126K in admin expenses, $114 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 15 lines, holding $146M of the plan's $155M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $84.9M | 58.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.1M | 9.6% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $9.0M | 6.1% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $8.2M | 5.6% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $5.5M | 3.7% |
| MFS Large Cap Value CIT CL CT MFS (Sun Life) · Collective trust | $4.9M | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 2.3% |
| Principal SmallCap Growth I Separate Account-Z Principal · Separate account Recordkeeper's own fund | $2.7M | 1.8% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust | $2.6M | 1.8% |
| John Hancock Disc Value Mid-Cap R6 Fund John Hancock (Manulife) · Mutual fund | $2.5M | 1.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changePrincipal LifeTime 2045 Trust to Principal LifeTime 2045 Trust | $57.2M to $84.9M |
| DroppedCommon/Collective Trust Principal G | $10.2M |
| AddedMFS International Equity CIT Class CT | $5.5M |
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.
5 more lines and 6 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $124,880 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
12 feature codes on the 2025 filing.
3 contacts
6 filings · 2020 to 2025