Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $4.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$12K in admin expenses, $100 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 19 lines in all, holding $5.0M of the plan's $5.4M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.7M | 73.5% |
| Principal Life Prin Bond Market Index Sep Account Principal · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $251K | 5.0% |
| Principal Life International Equity Index Sep Acct SA-R4 Principal · Collective trust IndexRecordkeeper's own fund | $234K | 4.7% |
| Principal Life Prin LargeCap Growth I SA- R4 Principal · Mutual fund Possible retail class ARecordkeeper's own fund | $135K | 2.7% |
| Principal Global LgCap S&P 500 Index Sep Acct Principal · Collective trust IndexRecordkeeper's own fund | $123K | 2.5% |
| Principal Global Prin Equity Income Sep Acct SA-R4 Principal · Collective trust Recordkeeper's own fund | $109K | 2.2% |
| Washington Mutual AM Funds Wash Mutual Inv R3 Capital Group · Mutual fund Possible retail class A | $88K | 1.8% |
| LA Capital Mgt SmCap S&P 600 Index Sep Acct Manager not matched · Collective trust Index | $66K | 1.3% |
| Pioneer Pioneer Fundamental Growth R FD Victory Capital · Other | $52K | 1.0% |
| Principal Global MIdCap S&P 400 Index Sep Acct Principal · Collective trust IndexRecordkeeper's own fund | $46K | 0.9% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
9 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $12,038 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 Other Services | $7,885 |
Service code 27 Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025