Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$95K in admin expenses, $126 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $37.0M of the plan's $37.6M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $25.1M | 67.6% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $5.2M | 14.1% |
| LgCap S&P 500 Index Sep Acct+ Manager not matched · Separate account Index | $1.5M | 4.1% |
| Principal Lifetime Hybrid Income CIT Principal · Collective trust Recordkeeper's own fund | $735K | 2.0% |
| Fidelity Adv Growth Opp A Fund Fidelity (FMR) · Mutual fund | $712K | 1.9% |
| Smallcap S&P 600 Index SA Manager not matched · Separate account Index | $579K | 1.6% |
| Collateral, Value Cost Value American Fd Manager not matched · Other | $485K | 1.3% |
| Amer Funds Smcap World R4 Fund Capital Group · Mutual fund | $432K | 1.2% |
| American Funds New Ecnmy R4 Fd Capital Group · Mutual fund | $422K | 1.1% |
| Equity Income Separate Account Manager not matched · Separate account | $378K | 1.0% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedNEW World Fund INC Class R-4 | $406K |
| AddedNeuberger Mid Cap Grwth A Fd | $279K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
7 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 |
|---|---|
THE USSERY GROUP INC9 years Service code 27 · EIN 27-4463203 Advisory (Plan) | $81,207 |
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $13,871 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
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.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025