Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$184K in admin expenses, $235 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds hold $73.6M of the plan's $85.9M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Income Fund Principal · Insurance contract Recordkeeper's own fund | $13.1M | 17.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $8.8M | 12.0% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $8.6M | 11.7% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund | $6.2M | 8.4% |
| Great Gray Stable Value Fund Class J Manager not matched · Stable value Stable value | $5.7M | 7.8% |
| Vanguard Interim Term Bond Index Vanguard · Mutual fund Index | $3.5M | 4.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $3.2M | 4.4% |
| Gnma FD Institutional Fund PIMCO (Allianz) · Mutual fund | $2.9M | 3.9% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $2.7M | 3.7% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $2.7M | 3.6% |
| 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 6 funds, dropped 3 funds, likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Interim Term Bond Index | $3.5M |
| DroppedVanguard Total International Bond Index Fund Admiral Shares | $3.3M |
| DroppedPIMCO Gnma Govt Sec Instl Fund | $2.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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 9 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 GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $118,731 |
FUND DIRECT ADVISORS3 years Filed as: FUND DIRECT ADVISORS INC. Service code 27 · EIN 27-3584365 Advisory (Plan) | $65,618 |
MORNINGSTAR3 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.
9 feature codes on the 2025 filing.
Filed October 2, 2012 (most recent of 3 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.
2 contacts
11 filings · 2015 to 2025