Filings through .
4 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 2024 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.
$49K in admin expenses, $225 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 21 lines in all, holding $6.9M of the plan's $7.2M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $1.5M | 21.5% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.4M | 20.1% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $573K | 8.4% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $538K | 7.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $482K | 7.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $462K | 6.7% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $459K | 6.7% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $375K | 5.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $362K | 5.3% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $138K | 2.0% |
| 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.
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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 Contract Administrator | $49,168 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 Other Services | $15,758 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 Advisory (Plan) | $0 |
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 2024 filing.
3 contacts
10 filings · 2015 to 2024