Filings through .
4 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$106K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 26 lines, holding $55.7M of the plan's $56.6M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $27.8M | 49.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $5.9M | 10.6% |
| Principal Large Cap Growth I SA-Z Fund Principal · Insurance contract Recordkeeper's own fund | $3.8M | 6.8% |
| Principal Fixed Income Guaranteed Principal · Insurance contract Recordkeeper's own fund | $2.3M | 4.1% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 2.6% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $1.2M | 2.2% |
| Principal Small Cap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.2M | 2.1% |
| Brown Advisory Sustainable Growth Fund Brown Advisory · Mutual fund | $1.1M | 2.1% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $1.1M | 1.9% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $1.1M | 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $105,839 |
Service code 27 · EIN 47-1411118 Advisory (Plan) | $48,000 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 Contract Administrator | $21,497 |
COASTAL PENSION SERVICES11+ years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 Contract Administrator | $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.
Filed January 23, 2015.
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