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).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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.
$17K in admin expenses, $53 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 12 lines in all, holding $4.3M of the plan's $4.3M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 13 vintages | $4.0M | 91.1% |
| NT CIT S&P 500 Index DC NL T4 Northern Trust · Collective trust Index | $129K | 3.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $113K | 2.6% |
| Northern Trust Collective ACWI XUS I I MT IX Dcnl 4 Northern Trust · Collective trust | $77K | 1.8% |
| Northern Trust Collective Extended Equity Market Index NL 4 Northern Trust · Collective trust Index | $32K | 0.7% |
| MFS Mtmt Large Cap Value CIT Class CT MFS (Sun Life) · Collective trust | $18K | 0.4% |
| SmallCap Value Fund II R-6 Principal · Mutual fund Recordkeeper's own fund | $7K | 0.2% |
| Great Gray Euro Growth CT Great Gray · Other | $4K | <0.1% |
| Galliard Stable Return E Allspring · Collective trust | $3K | <0.1% |
| MassMutual Small Cap Growth Equity CT MassMutual · Mutual fund | $2K | <0.1% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
2 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 2 by compensation.
| Provider | Compensation |
|---|---|
FACTS INC2 years Service code 13 · EIN 35-1278046 Contract Administrator | $11,077 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $7,314 |
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.
2 contacts
6 filings · 2020 to 2025