Filings through .
No flags tripped on the 2025 filing.
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.
$59K in admin expenses, $151 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $42.0M of the plan's $43.3M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $20.7M | 49.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 9.0% |
| borrower, lessor, or interest, collateral, par, or Manager not matched · Other | $3.3M | 7.8% |
| Great Gray Trust AB US Lg Cp Gth CIT Manager not matched · Collective trust | $2.8M | 6.7% |
| Principal Life Prin Capital Appr SA-R6 Principal · Mutual fund Recordkeeper's own fund | $1.9M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.4% |
| Company Great Gray Trust MFS Intl Div CIT Fee CL L MFS (Sun Life) · Collective trust | $1.4M | 3.4% |
| Investors Trust Co Putnam Fiduciary Putnam Large Cp Value Trust IA Franklin Templeton · Collective trust | $1.1M | 2.7% |
| John Hancock Disc Val MC R6 John Hancock (Manulife) · Mutual fund | $1.0M | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $950K | 2.3% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 8 funds, dropped 3 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $3.8M |
| AddedGreat Gray Trust AB US Lg Cp Gth CIT | $2.8M |
| AddedPrincipal Life Prin Capital Appr SA-R6 | $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
7 more lines and 11 more changes 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $59,086 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 Advisory (Plan) | $45,212 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 Advisory (Plan) | $30,783 |
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