Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$258K in admin expenses, $676 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds hold $79.9M of the plan's $92.9M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| BNY Mellon Core Plus Fund BNY · Mutual fund | $13.0M | 16.3% |
| Ultra Fund R6 Class American Century · Mutual fund | $9.6M | 12.0% |
| Registered American Am Fds Grth Fd of Am R6 Fund Capital Group · Mutual fund | $9.5M | 11.8% |
| BNY Mellon Dynamic Value Fund BNY · Mutual fund | $9.4M | 11.8% |
| Registered American Am Funds Am Balanced R4 Fund Capital Group · Mutual fund | $9.4M | 11.8% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $9.4M | 11.7% |
| T. Row Prc All-Cp Opps I Fund T. Rowe Price · Mutual fund | $4.7M | 5.9% |
| Bnym Worldwide Growth I Fund BNY · Mutual fund | $4.7M | 5.9% |
| T. Rowe Price GL Ml-Sc BD I FD T. Rowe Price · Mutual fund | $4.5M | 5.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $2.3M | 2.9% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAM Cent Div Bond R6 Fund | $13.8M |
| AddedRegistered American Am Funds Am Balanced R4 Fund | $9.4M |
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.
2 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 GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $253,403 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 Advisory (Plan) | $168,939 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jerin Gray Principal Financial Group Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed September 21, 2016.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025