Filings through .
4 of 19 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $190K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 2024 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$58K in admin expenses, $133 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 13 lines in all, holding $11.2M of the plan's $11.4M. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $9.0M | 80.4% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $847K | 7.5% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $625K | 5.6% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $213K | 1.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $144K | 1.3% |
| JPMorgan Small Cap Value Fund Class A JPMorgan · Mutual fund Possible retail class A | $113K | 1.0% |
| ClearBridge Small Cap Growth Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $78K | 0.7% |
| Principal International Equity Index Separate Account Principal · Insurance contract IndexRecordkeeper's own fund | $62K | 0.5% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $59K | 0.5% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $45K | 0.4% |
| 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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $47,667 |
Service code 27 · EIN 36-4291971 Advisory (Plan) | $9,986 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2024 filing.
Filed October 9, 2018.
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.
9 filings · 2015 to 2024