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.
$42K in admin expenses, $258 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 15 lines in all, holding $5.9M of the plan's $5.9M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| JP Morgan Large Cap Growth JPMorgan · Other | $2.0M | 33.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $612K | 10.3% |
| Goldman Sachs Fincl Square Govt Fund Class R6 Goldman Sachs · Mutual fund | $587K | 9.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $432K | 7.3% |
| Eupac Fund Capital Group · Mutual fund | $403K | 6.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $371K | 6.2% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $345K | 5.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $317K | 5.3% |
| Fidelity Emerging Markets Fund Fidelity Advisor Emerging Markets Fund: Class Z Fidelity (FMR) · Mutual fund | $207K | 3.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $207K | 3.5% |
| 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 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $1.7M |
| AddedGoldman Sachs Fincl Square Govt Fund Class R6 | $587K |
| AddedEupac Fund | $403K |
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.
5 more lines and 2 more changes 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 GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $22,154 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 Advisory (Plan) | $19,820 |
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.
Filed October 2, 2012.
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