Filings through .
1 of 17 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.)
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.
$54K in admin expenses, $390 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 23 lines in all, holding $8.5M of the plan's $9.1M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $6.5M | 75.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $690K | 8.1% |
| AB High Income Z Fund AllianceBernstein · Mutual fund | $377K | 4.4% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $237K | 2.8% |
| Principal MidCap S&P 400 Index Sep Acct+ Principal · Collective trust IndexRecordkeeper's own fund | $106K | 1.2% |
| T. Rowe Price Funds T. Rowe Price Grth Stk I Fnd T. Rowe Price · Mutual fund | $69K | 0.8% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $66K | 0.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $62K | 0.7% |
| Principal Am Funds Eupac R6 Fund Principal · Mutual fund Recordkeeper's own fund | $61K | 0.7% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $60K | 0.7% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $52,734 |
Service code 49 · EIN 39-1236032 Other Services | $26,157 |
Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 Other Services | $6,217 |
Service code 13 · EIN 94-2456320 Contract Administrator | $5,262 |
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.
2 contacts
11 filings · 2015 to 2025