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.
$57K in admin expenses, $378 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 19 lines in all, holding $8.7M of the plan's $8.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $4.5M | 52.4% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $789K | 9.1% |
| U.S. Large Company Portfolio Dimensional · Mutual fund | $708K | 8.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $516K | 6.0% |
| T Rowe Price Associates - T Rowe Price Over T. Rowe Price · Mutual fund | $377K | 4.4% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $312K | 3.6% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $299K | 3.5% |
| Lazard Emerging Markets Equity Advantage Lazard · Collective trust | $190K | 2.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $186K | 2.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $176K | 2.0% |
| 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. They do not show money moved.
9 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 2 by compensation.
| Provider | Compensation |
|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 Advisory (Plan) | $36,080 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $21,069 |
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