Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$239K in admin expenses, $295 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $127M of the plan's $127M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long-Term Credit Bond Fund PIMCO (Allianz) · Mutual fund | $42.2M | 33.2% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $27.8M | 21.9% |
| American Beacon International Equity Fund R5 Class American Beacon (Resolute) · Mutual fund | $9.6M | 7.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $9.6M | 7.5% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $9.0M | 7.1% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $5.7M | 4.5% |
| MassMutual Select MidCap Growth Institutional Fund MassMutual · Mutual fund | $5.7M | 4.4% |
| Blackstone Alternative Multi-Strategy Fund Blackstone · Mutual fund | $5.1M | 4.0% |
| Angel Oak Multi-Strategy Fund Manager not matched · Mutual fund | $2.6M | 2.0% |
| Guggenheim macro Opps Guggenheim · Other | $2.6M | 2.0% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedPIMCO Long-Term Credit Bond Fund | $42.2M |
| DroppedJPMorgan Core Plus Bond Fund Class R6 | $26.8M |
| DroppedMainstay High Yield I Fund | $4.7M |
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.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $150,937 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 · EIN 42-0941553 Advisory (Plan) | $8,266 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Barry L. Freiman Principal Financial Group Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed February 13, 2018 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025