Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
$37K in admin expenses, $227 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 23 lines in all, holding $10.9M of the plan's $12.0M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Retirepilot Mod Ret Fund R1 Common/Collective Fund Manager not matched · Collective trust | $1.9M | 17.0% |
| Retirepilot Moderate 2045 R1 Fund Manager not matched · Collective trust | $1.6M | 14.9% |
| Retirepilot Mod 2055 Fund R1 Common/Collective Fund Manager not matched · Collective trust | $1.4M | 13.2% |
| American Grwth Fd of Amer-R6 Manager not matched · Mutual fund | $1.4M | 12.6% |
| Retirepilot Mod 2035 Fund R1 Common/Collective Fund Manager not matched · Collective trust | $996K | 9.2% |
| Galliard Stable Return Fund PN Allspring · Collective trust | $973K | 8.9% |
| Retirepilot Mod 2065 Fund R1 Common/Collective Fund Manager not matched · Collective trust | $442K | 4.1% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $359K | 3.3% |
| Registered American American EuroPac Growth R6 Capital Group · Mutual fund | $323K | 3.0% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $316K | 2.9% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $36,957 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $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
10 filings · 2016 to 2025