Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$189K 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.
24 funds of $250K or more; 30 lines in all, holding $64.1M of the plan's $67.4M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $11.0M | 17.2% |
| Fidelity Frdm Bld 2030 Prm FD Fidelity (FMR) · Mutual fund | $9.3M | 14.5% |
| Fidelity Investments Fidelity Frdm BLD 2040 PRM FD Fidelity (FMR) · Mutual fund | $7.0M | 10.9% |
| Fidelity Frdm Bld 2050 Prm FD Fidelity (FMR) · Mutual fund | $5.1M | 7.9% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $4.6M | 7.1% |
| Principal Life Insurance Company Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $4.1M | 6.4% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $3.7M | 5.8% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.6M | 4.1% |
| Great Gray Large Cap Value R1 Fund Manager not matched · Collective trust | $2.5M | 3.9% |
| Great Gray Stable Value R1 Fund Manager not matched · Stable value Stable value | $2.2M | 3.4% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 14 funds, likely replaced 2 funds. Moved to another target-date series. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchPrincipal LifeTime 2030 to Fidelity Frdm Bld 2030 Prm FD | $19.1M to $23.6M |
| DroppedPrincipal Large Cap S&P 500 Index | $9.4M |
| DroppedPrincipal Blue Chip Separate Account | $5.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
20 more lines and 23 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $188,765 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 Advisory (Plan) | $79,609 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025