Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$42K in admin expenses, $248 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 $6.6M of the plan's $6.8M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $5.6M | 84.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $320K | 4.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $201K | 3.0% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $86K | 1.3% |
| Principal Blue Chip Separate Account Principal · Separate account Recordkeeper's own fund | $46K | 0.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $46K | 0.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 0.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $38K | 0.6% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $38K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | 0.5% |
| 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.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 Contract Administrator | $37,478 |
Filed as: SHORE TOMKINS ACTUARIAL RESOURCES Service code 13 · EIN 20-1694816 Contract Administrator | $4,845 |
Service code 13 Contract Administrator | $2,845 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025