Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$125K in admin expenses, $242 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 24 lines, holding $77.4M of the plan's $78.3M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 14 vintages | $25.2M | 32.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.5M | 12.2% |
| T. Rowe Price/Brown Advisory - Principal LargeCap Growth I Separate Account-Z T. Rowe Price · Separate account | $6.2M | 8.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $4.3M | 5.5% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $4.2M | 5.4% |
| Principal Global Investors - Principal Mid-Cap Eq Fd Tier I Principal · Collective trust Recordkeeper's own fund | $4.0M | 5.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $4.0M | 5.2% |
| Principal Global Investors - Principal Core Fixed Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $2.7M | 3.5% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.6M | 3.4% |
| Mid Cap Value Fund American Century · Mutual fund | $2.6M | 3.3% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 3 funds, likely replaced 4 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPrincipal LgCap S&P 500 Index Sep Acct+ to Fidelity 500 Index Fund | $7.6M to $9.5M |
| ReplacedHighPrincipal LargeCap Growth I Separate Account to T. Rowe Price/Brown Advisory - Principal LargeCap Growth I Separate Account-Z | $6.8M to $6.2M |
| ReplacedHighinterest, collateral, par, or maturity value Principal MID-CAP EQ FD Tier I to Mid Cap Value Fund | $4.3M to $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 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.
14 more lines and 8 more changes 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $98,693 |
ELLIN & TUCKER, CHARTERED2 years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 400 E PRATT ST · BALTIMORE, MD 21202 Accounting | $26,500 |
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 27 Advisory (Plan) | $21,783 |
COLUMBIA BENEFITS CONSULTANTS, INC.11+ years Filed as: COLUMBIA BENEFITS CONSULTANTS Service code 13 Contract Administrator | $17,230 |
COLUMBIA BENEFITS CONSULTANTS, INC.10+ years Filed as: COLUMBIA BENEFITS CONSULTANTS INC Service code 13 · EIN 52-1904735 9841 BROKEN LAND PARKWAY · COLUMBIA, MD 21046 Contract Administrator | $0 |
NEWEDGE ADVISORS LLC2 years Filed as: NEW EDGE ADVISORS Service code 27 · EIN 46-0854203 Advisory (Plan) | $0 |
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 December 9, 2024 (most recent of 6 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025