Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$130K in admin expenses, $273 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
35 funds hold $83.9M of the plan's $86.9M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $30.3M | 36.1% |
| Principal Blue Chip Sep Acct Principal · Collective trust Recordkeeper's own fund | $5.6M | 6.6% |
| Principal LgCap S&P 500 Index Ap Acct+ Principal · Mutual fund IndexRecordkeeper's own fund | $5.2M | 6.2% |
| MFS Value CIT N MFS (Sun Life) · Collective trust | $4.9M | 5.9% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $4.7M | 5.7% |
| BlackRock Large Cap Growth Index CIT N BlackRock · Collective trust Index | $4.1M | 4.9% |
| Fully Benefit-Responsive Investment Contracts Principal Principal · Insurance contract Recordkeeper's own fund | $3.7M | 4.5% |
| Capital Group Eupac Trust Capital Group · Collective trust | $3.4M | 4.1% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $2.7M | 3.2% |
| Principal Core Principal · Separate account Recordkeeper's own fund | $2.4M | 2.9% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackRock S&P 500 Index CIT N to Principal LgCap S&P 500 Index Ap Acct+ | $4.3M to $5.2M |
| AddedCapital Group Eupac Trust | $3.4M |
| AddedPrincipal MidCap S&P 400 Index Sep Acct+ | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
25 more lines and 5 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 GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $129,996 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025