Filings through .
3 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$167K in admin expenses, $936 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $34.8M of the plan's $47.4M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $19.1M | 54.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.0M | 23.1% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $2.5M | 7.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $741K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $696K | 2.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $436K | 1.3% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $272K | 0.8% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $267K | 0.8% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedCommon/Collective Trust Principal G | $2.5M |
| DroppedFidelity Advisor Equity Growth Fund | $1.9M |
| DroppedUndiscovered Managers Behavioral Value Fund Class R6 | $475K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
4 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 7 by compensation.
| Provider | Compensation |
|---|---|
BELLWETHER CONSULTING LLC4 years Filed as: BELLWETHER ADVISORS, LLC Service code 26 · EIN 83-3629267 Advisory (Participants) | $66,041 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $43,948 |
Service code 27 · EIN 82-1301701 Advisory (Plan) | $30,000 |
PEN LINK LTD1 year Filed as: PEN-LINK LTD Service code 10 · EIN 47-0707585 Accounting | $16,170 |
PLAN A WEALTH LLC2 years Service code 26 · EIN 47-3052087 Advisory (Participants) | $11,880 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 Securities brokerage commissions and ... | $461 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 Accounting | $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