Filings through .
2 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.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 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.
$427K in admin expenses, $1364 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 hold $16.5M of the plan's $16.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Life Insurance Company LDI Intermediate Duration Principal · Insurance contract Recordkeeper's own fund | $6.2M | 37.3% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $3.5M | 21.3% |
| Principal LDI Long Duration Separate Account Principal · Separate account Recordkeeper's own fund | $1.8M | 10.7% |
| Diversified International Fund Institutional Class Principal · Separate account Recordkeeper's own fund | $1.6M | 9.7% |
| Principal U.S. Property Separate Account Principal · Separate account Recordkeeper's own fund | $1.4M | 8.7% |
| Principal Overseas Separate Account Principal · Separate account Recordkeeper's own fund | $582K | 3.5% |
| MidCap Value Fund I Institutional Class Principal · Separate account Recordkeeper's own fund | $461K | 2.8% |
| Principal MidCap Separate Account Principal · Separate account Recordkeeper's own fund | $443K | 2.7% |
| SmallCap Value Fund II Institutional Class Principal · Separate account Recordkeeper's own fund | $257K | 1.6% |
| SmallCap Growth Fund I Institutional Class Principal · Separate account Recordkeeper's own fund | $256K | 1.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal LDI Intermediate Duration Sep. Account | $6.4M |
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.
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 6 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $67,097 |
CRI4 years Service code 10 · EIN 72-1396621 Accounting | $24,500 |
Filed as: SUMMIT FINANCIAL LLC Service code 27 4 CAMPUS DRIVE · PARSIPPANY, NJ 07054 Advisory (Plan) | $23,394 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 Actuarial | $18,770 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 Advisory (Plan) | $11,071 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1931883 Advisory (Plan) | $8,193 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
R. A. Childress, Ea Martin Martin Randall & Assoc., Inc Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025