Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Possible retail share class: $152K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$104K in admin expenses, $141 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 23 lines in all, holding $45.7M of the plan's $48.3M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $25.9M | 56.7% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $3.7M | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 8.0% |
| Registered American Am FdCap Wld Gth and In R6 Fnd Capital Group · Mutual fund | $2.5M | 5.5% |
| PIMCO Stable Inc FD II Fdrs CL PIMCO (Allianz) · Stable value Stable value | $1.9M | 4.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 3.0% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $1.2M | 2.5% |
| Great Gray GreatGray Eupac Trust Class R1 Manager not matched · Collective trust | $941K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $736K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $641K | 1.4% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray Mid Cap Growth II CL R1 Fund | $572K |
| DroppedRegistered Wilmington MID CAP Growth II CL R1 Fund | $298K |
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.
13 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $104,149 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 Advisory (Plan) | $40,000 |
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 23, 1996 (most recent of 2 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.
3 contacts
11 filings · 2015 to 2025