Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
4% 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.
$276K in admin expenses, $97 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more; 33 lines in all, holding $153M of the plan's $156M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $132M | 86.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 2.2% |
| Government Money Market Fund Class R-6 Principal · Money market Recordkeeper's own fund | $1.6M | 1.0% |
| Principal Funds Inc Principal GOV Money MKT R6 FD Principal · Money market Recordkeeper's own fund | $1.6M | 1.0% |
| Great Gray Trst Gp 2030 TDt R1 Manager not matched · Collective trust | $1.5M | 1.0% |
| Great Gray Trst GP 2050 Tdt R1 Manager not matched · Collective trust | $1.1M | 0.7% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $806K | 0.5% |
| Great Gray Large Cap Value R1 Fund Manager not matched · Collective trust | $774K | 0.5% |
| Registered Federated FED Hermes MDT MD CP GR R6 FD Federated Hermes · Mutual fund | $560K | 0.4% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 3 funds. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| AddedGovernment Money Market Fund Class R-6 | $3.2M |
| DroppedAmerican Balanced Fund Class R-6 | $790K |
| Collective trust to mutual fundGreat Gray Mid Cap Growth R1 Fund to Registered Federated FED Hermes MDT MD CP GR R6 FD | $547K to $560K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
23 more lines and 4 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $275,667 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 Advisory (Plan) | $51,692 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 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 January 6, 2006.
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025