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.
$281K in admin expenses, $121 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 15 lines in all, holding $157M of the plan's $216M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Stable Value R1 Fund Manager not matched · Stable value Stable value | $42.3M | 26.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $28.1M | 17.9% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $18.9M | 12.0% |
| Great Gray Large Cap Value I1 Fund Manager not matched · Collective trust | $18.1M | 11.5% |
| Registered Investment Company Janus Henderson Janus Henderson · Mutual fund | $11.6M | 7.4% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8.6M | 5.5% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $8.0M | 5.1% |
| Principal Funds Inc. Small Cap Growth Fund I (Instl Class) Principal · Mutual fund Recordkeeper's own fund | $7.3M | 4.6% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $5.1M | 3.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 2.2% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity LC Gr Index Fund | $23.8M |
| Share class changeMFS Value Fund R4 to Great Gray Large Cap Value I1 Fund | $13.9M to $18.1M |
| AddedMFS Mid Cap Value Fund CL 2W | $973K |
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.
5 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 | $281,022 |
KESTRA FINANCIAL10+ years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 49 · EIN 74-2794194 Other Services | $74,929 |
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 May 23, 2001.
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