Filings through .
2 of 18 flags tripped on the 2025 filing.
Possible retail share class: $46.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$113K 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.
30 funds of $250K or more; 33 lines in all, holding $139M of the plan's $141M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray FlexPath Index Conservative 2045 Class R1 N/R Manager not matched · Collective trust Index | $22.9M | 16.5% |
| Great Gray FlexPath Index Conservative 2055 Class R1 N/R Manager not matched · Mutual fund IndexPossible retail class R1 | $18.5M | 13.3% |
| Great Gray FlexPath Index Conservative 2035 Class R1 N/R Manager not matched · Mutual fund IndexPossible retail class R1 | $12.6M | 9.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.4M | 8.9% |
| LargeCap S&P 500 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $9.6M | 6.9% |
| Great Gray FlexPath Index Conservative Retirement N/R Manager not matched · Mutual fund Index | $6.7M | 4.8% |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price · Mutual fund | $6.5M | 4.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.3M | 3.8% |
| FlexPath Index Aggregate 2055 Class R1 N/R Manager not matched · Mutual fund IndexPossible retail class R1 | $4.4M | 3.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.8M | 2.7% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 17 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Growth Index Fund Admiral Shares | $12.4M |
| AddedLargeCap S&P 500 Index Fund | $9.6M |
| AddedT. Rowe Price U.S. Equity Research Fund | $6.5M |
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.
23 more lines and 15 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP8+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $112,596 |
Filed as: IHT WEALTH MANAGEMENT Service code 27 · EIN 46-5509437 Advisory (Plan) | $15,000 |
PLEXUS FINANCIAL SERVICES, LLC8+ years Filed as: PLEXUS FINANCIAL SVCS, LLC Service code 27 · EIN 27-1746834 Advisory (Plan) | $15,000 |
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
8 filings · 2018 to 2025