Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$80K in admin expenses, $219 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; 16 lines in all, holding $29.6M of the plan's $30.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $19.0M | 64.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 22.6% |
| Principal Blue Chip Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.3M | 4.3% |
| Registered Investment Company TR Price Integ US SmCap Grw Eq T. Rowe Price · Mutual fund | $634K | 2.1% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $515K | 1.7% |
| Insurance Company General Prin Gaur Option Principal · Insurance contract Recordkeeper's own fund | $390K | 1.3% |
| Principal SmCap S&P 600 Index Fund Principal · Insurance contract IndexRecordkeeper's own fund | $196K | 0.7% |
| Pooled Separate Account Prin Strat Inc Principal · Insurance contract Recordkeeper's own fund | $191K | 0.6% |
| Registered Investment Company Am Funds Europacific Growth Capital Group · Mutual fund | $172K | 0.6% |
| Registered Investment Company Fidelity Total Int Index Fidelity (FMR) · Mutual fund Index | $165K | 0.6% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 6 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $58,702 |
ANCHOR POINT FINANCIAL1+ years Service code 27 · EIN 33-1941117 Advisory (Plan) | $11,535 |
ORENDA RETIREMENT, LLC1+ years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 Contract Administrator | $9,500 |
SAN LUIS WEALTH ADVISORS1+ years Service code 27 Advisory (Plan) | $500 |
SAN LUIS WEALTH ADVISORS1+ years Filed as: SAM LUIS WEALTH ADVISORS Service code 27 · EIN 85-1106436 Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years 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.
6 feature codes on the 2025 filing.
3 contacts
1 filing