Filings through .
1 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.
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.
$121K in admin expenses, $123 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $79.8M of the plan's $86.7M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $56.2M | 70.5% |
| LargeCap Growth Fund I Institutional Class Principal · Mutual fund Recordkeeper's own fund | $7.1M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 7.4% |
| Capital Research and Management American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $2.7M | 3.4% |
| Capital Research and Management Am Funds Europac R6 Fund Capital Group · Mutual fund | $2.0M | 2.5% |
| Fidelity Management and Research US Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 1.9% |
| Fidelity Management and Research Fidelity Extended Mkt Index Fd Fidelity (FMR) · Mutual fund Index | $1.4M | 1.8% |
| Fidelity Management and Research Fidelity Total Intl Index Fund Fidelity (FMR) · Mutual fund Index | $812K | 1.0% |
| Hood River Capital Management Hood River Sm-Cp Growth Ret Fd Hood River · Other | $597K | 0.7% |
| Fidelity Management and Research Fidelity Inf-Pr Bond Index Fd Fidelity (FMR) · Mutual fund Index | $468K | 0.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCapital Research and Management Am Funds Europac R6 Fund | $2.0M |
| AddedOpportunity Fund Frost Total Investments | $404K |
| DroppedFrost Total Return Bond Fund Institutional Class Shares | $354K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
3 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $120,945 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed April 24, 2023 (most recent of 5 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025