Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $14.5M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$94K in admin expenses, $204 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds hold $38.1M of the plan's $39.3M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Life Insurance Company Guaranteed Investment Contract Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $8.3M | 21.8% |
| Western Asset Management Co. Core Plus Bond IS Fund Franklin Templeton · Mutual fund Possible retail class A | $4.4M | 11.5% |
| Pooled Separate Accounts Principal Life Insurance Company Prin Lgcp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $3.7M | 9.6% |
| American Century Investments Equity Income R6 Fund American Century · Mutual fund Possible retail class A | $3.5M | 9.3% |
| American Funds Euro Pacific Growth R6 Capital Group · Mutual fund | $3.3M | 8.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $3.1M | 8.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 5.2% |
| Clearbridge Large Cap Growth Fund Franklin Templeton · Mutual fund Possible retail class A | $1.8M | 4.7% |
| MFS Investment Management MFS Mid Cap Value R6 Fund MFS (Sun Life) · Mutual fund Possible retail class A | $1.7M | 4.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Possible retail class A | $1.7M | 4.4% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedWestern Asset Management Co. Core Plus Bond IS Fund | $4.4M |
| AddedAmerican Funds Euro Pacific Growth R6 | $3.3M |
| DroppedAm Fds EuroPacific Grth R6 Fd | $3.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
6 more lines and 5 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $86,673 |
PENSIONMARK FINANCIAL GROUP LLC10+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 Advisory (Plan) | $33,475 |
Service code 26 · EIN 92-2940844 Advisory (Participants) | $6,336 |
Filed as: BLANKENSHIP Service code 10 · EIN 45-0491842 Accounting | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed March 17, 2017 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025