Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$51K in admin expenses, $217 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 24 lines in all, holding $23.1M of the plan's $23.3M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Interest Account at Contract Value Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $5.6M | 24.3% |
| Principal Core Fixed Income Principal · Insurance contract Recordkeeper's own fund | $3.2M | 13.9% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.1M | 9.1% |
| maturity date, rate of interest, collateral, Mutual Funds Vanguard Group Vanguard · Mutual fund | $2.1M | 9.1% |
| Principal Overseas Separate Account Principal · Insurance contract Recordkeeper's own fund | $2.0M | 8.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 6.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $804K | 3.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $738K | 3.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $725K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $719K | 3.1% |
| 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.
14 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $51,199 |
TRUIST BANK1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 Advisory (Plan) | $33,189 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $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 January 9, 2017.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025