Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $6.6M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$114K in admin expenses, $155 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 25 lines in all, holding $44.1M of the plan's $44.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH Strategies - RetirePilot Moderate 2055 Fund R1 Manager not matched · Collective trust | $19.2M | 43.6% |
| flexPATH Strategies - RetirePilot Moderate 2045 Fund R1 Manager not matched · Collective trust | $7.0M | 16.0% |
| flexPATH Strategies - RetirePilot Moderate 2065 Fund R1 Manager not matched · Collective trust | $6.1M | 13.8% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexPossible retail class A | $3.7M | 8.3% |
| flexPATH Strategies - RetirePilot Moderate 2035 Fund R1 Manager not matched · Collective trust | $1.9M | 4.3% |
| BlackRock Advantage Int Fund BlackRock · Mutual fund Possible retail class A | $999K | 2.3% |
| flexPATH Strategies - RetirePilot Moderate Retirement Fund R1 Manager not matched · Collective trust | $990K | 2.2% |
| Great Gray Large Cap Grwth Fd III Cl I1 Manager not matched · Collective trust | $728K | 1.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $561K | 1.3% |
| Principal Global Investors - Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $478K | 1.1% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Advantage Int Fund | $999K |
| Share class changeLargeCap Growth Fund I Institutional Class to Great Gray Large Cap Grwth Fd III Cl I1 | $938K to $728K |
| AddedPrincipal Global Investors - Principal SmallCap S&P 600 Index Separate Account-Z | $478K |
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.
15 more lines and 3 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $113,643 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
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.
2 contacts
11 filings · 2015 to 2025