Filings through .
No flags tripped on the 2025 filing.
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.
$109K in admin expenses, $192 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 21 lines, holding $38.5M of the plan's $39.1M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $25.9M | 67.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 7.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.6% |
| Vgd Ttl Intl Stk Index Adm Fd Manager not matched · Mutual fund Index | $973K | 2.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $971K | 2.5% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $855K | 2.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $602K | 1.6% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $540K | 1.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $413K | 1.1% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Admiral Shares | $2.9M |
| ReplacedHighCommon/Collective Trust Principal G to American Funds AmerMut R6 Fd | $960K to $855K |
| DroppedRegistered Investment Company Janus International Holding, LLC | $251K |
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.
11 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 GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $59,015 |
Service code 17 · EIN 13-5674085 Pension Consulting | $49,881 |
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 November 29, 2011.
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