Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$60K in admin expenses, $207 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 19 lines in all, holding $14.6M of the plan's $14.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $12.9M | 88.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $818K | 5.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $144K | 1.0% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $128K | 0.9% |
| New World Fund Manager not matched · Mutual fund | $105K | 0.7% |
| American High-Income Trust Manager not matched · Collective trust | $91K | 0.6% |
| Victory Portfolios IV Pioneer Core Y Victory Capital · Mutual fund | $86K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $83K | 0.6% |
| Principal Guaranteed Option, at contract value Principal · Insurance contract Recordkeeper's own fund | $47K | 0.3% |
| Wilmington TR Collective Invt Lrg Cp Vlu R1 Manager not matched · Collective trust | $45K | 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 |
9 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.
9 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $37,237 |
IMA FINANCIAL GROUP1 year Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 Advisory (Plan) | $22,556 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
Filed as: SWINDOLL JANZEN HAWK & LOYD, LLC Service code 10 · EIN 48-1041128 Accounting | $0 |
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.
2 contacts
11 filings · 2015 to 2025