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.
$174K in admin expenses, $636 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 30 lines in all, holding $28.4M of the plan's $78.0M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $17.7M | 62.6% |
| Account Assets Principal · Mutual fund Recordkeeper's own fund | $6.4M | 22.5% |
| b iShares iShares S&P 500 Index Fund BlackRock · ETF Index | $1.6M | 5.6% |
| iShares MSCI EAFE International Index Fund Regis BlackRock · ETF Index | $401K | 1.4% |
| Principal Equity Income Separate Account-Z Registered inv Principal · Separate account Recordkeeper's own fund | $353K | 1.2% |
| companies Principal Principal Blue Chip Separate Account-Z Principal · Separate account Recordkeeper's own fund | $332K | 1.2% |
| Principal Diversified International Separate Account-Z Registered investment Principal · Separate account Recordkeeper's own fund | $255K | 0.9% |
| Principal MidCap Value I Separate Account-Z Registered inv Principal · Separate account Recordkeeper's own fund | $159K | 0.6% |
| companies b Avantis Avantis Emerging Markets Equity Fund Manager not matched · Mutual fund | $152K | 0.5% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $141K | 0.5% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 10 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement (separate account) to Principal LifeTime 2035 Trust | $10.6M to $17.7M |
| AddedAccount Assets | $6.4M |
| DroppedVanguard Lifestrat Grth Inv Pooled Separate A | $4.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
20 more lines and 14 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $17,089 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 Advisory (Plan) | $8,656 |
Filed as: BENEFIT PLANS INC Service code 13 Contract Administrator | $3,156 |
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 Contract Administrator | $3,050 |
MORNINGSTAR1 year 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.
9 feature codes on the 2025 filing.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025