Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$102K in admin expenses, $176 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $237M of the plan's $253M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $84.4M | 35.7% |
| T. Rowe Price Large Cap Growth Trust Class L T. Rowe Price · Collective trust | $54.0M | 22.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $31.0M | 13.1% |
| MFS International Value R6 MFS (Sun Life) · Mutual fund | $9.1M | 3.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.8M | 3.3% |
| Lord Abbett Total Return Fund Class R6 Lord Abbett · Mutual fund | $7.7M | 3.2% |
| Diamond Hill Large Cap Fund Class Y Diamond Hill · Mutual fund | $5.9M | 2.5% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $5.7M | 2.4% |
| Fixed Income Guaranteed Option Manager not matched · Insurance contract | $5.5M | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 1.9% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Large Cap Growth Trust Class L | $54.0M |
| DroppedT. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class | $53.4M |
| AddedVanguard Institutional Index Fund Institutional Shares | $31.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
10 more lines and 2 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $41,859 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 Contract Administrator | $39,992 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 Advisory (Participants) | $14,024 |
Filed as: POLLARD & ASSOCIATES Service code 27 · EIN 52-0909772 Advisory (Plan) | $6,000 |
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 January 15, 2002 (most recent of 2 filings on file).
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.
3 contacts
11 filings · 2015 to 2025