Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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.
$67K in admin expenses, $439 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 18 lines in all, holding $23.0M of the plan's $23.5M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $3.6M | 15.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $3.6M | 15.8% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $2.2M | 9.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 8.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.9M | 8.1% |
| rate Guaranteed Investment Contracts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.6M | 7.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 6.4% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $1.3M | 5.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $1.2M | 5.3% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $847K | 3.7% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 |
|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 17 · EIN 20-8764629 Pension Consulting | $44,194 |
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $21,619 |
ORENDA RETIREMENT, LLC6 years Service code 13 Contract Administrator | $10,468 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 Contract Administrator | $1,430 |
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.
4 contacts
10 filings · 2016 to 2025