Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$90K in admin expenses, $57 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; 13 lines in all, holding $14.2M of the plan's $16.2M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.4M | 80.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 11.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $267K | 1.9% |
| Thornburg International Equity Fund - Class R6 Thornburg · Mutual fund | $200K | 1.4% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $189K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $151K | 1.1% |
| Registered Investment Company American Century Investments American Century · Mutual fund | $92K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $92K | 0.6% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $54K | 0.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $51K | 0.4% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $90,115 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 17 · EIN 33-0905143 Pension Consulting | $11,591 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 Other Services | $5,547 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025