Filings through .
3 of 18 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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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.
$299K in admin expenses, $182 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $55.7M of the plan's $57.0M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $45.8M | 82.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.2M | 3.9% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.7M | 3.0% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $1.3M | 2.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.0M | 1.8% |
| Fully Benefit-Responsive Investment Contracts: The Lincoln National Life Insurance Company Lincoln Financial · Insurance contract | $644K | 1.2% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $612K | 1.1% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $409K | 0.7% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $408K | 0.7% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $386K | 0.7% |
| 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.
Likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeiShares S&P 500 Index Fund Class K Shares to iShares S&P 500 Index Fund | $1.3M to $1.7M |
| ReplacedHighNomura Mid Cap Growth Fund Class R6 to Vanguard Mid-Cap Growth Index Fund | $326K to $386K |
| Share class changeiShares Russell Small/Mid-Cap Index Fund Class K to iShares Russell Small/Mid-Cap Index Fund | $265K to $319K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 7 renames.
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.
6 more lines and 1 more change 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $223,628 |
DWC ERISA CONSULTANTS LLC2 years Service code 13 · EIN 26-2091417 Contract Administrator | $100,082 |
HAYS FINANCIAL GROUP5 years Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 Advisory (Plan) | $60,846 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed September 12, 2013.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025