Filings through .
4 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% 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.
$25K in admin expenses, $100 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 20 lines in all, holding $3.7M of the plan's $3.7M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.5M | 68.5% |
| T. Rowe Price All-Cap Opportunities I Fund T. Rowe Price · Mutual fund | $203K | 5.5% |
| Principal Fixed Income Option 401 /(k), at Contract Value Principal · Insurance contract Recordkeeper's own fund | $164K | 4.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $116K | 3.1% |
| PIMCO StocksPLUS Intl I Fund PIMCO (Allianz) · Mutual fund | $96K | 2.6% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $77K | 2.1% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $72K | 1.9% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $60K | 1.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $59K | 1.6% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $52K | 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $24,656 |
PSI ADVISORS LLC4 years Service code 27 · EIN 81-4230782 Advisory (Plan) | $9,827 |
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.
7 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025