Filings through .
1 of 18 flags tripped on the 2025 filing.
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 2025 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$28K in admin expenses, $173 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; 18 lines in all, holding $14.0M of the plan's $14.9M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $7.9M | 56.6% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $2.5M | 17.9% |
| Prin Diversified Intl SA-R6 Principal · Insurance contract Recordkeeper's own fund | $850K | 6.1% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $763K | 5.4% |
| Nuveen Mid Cap Value 1A Fund TIAA (Nuveen) · Mutual fund | $377K | 2.7% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $292K | 2.1% |
| Prin SmallCap Growth I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $242K | 1.7% |
| Principal Life Insurance Company Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $238K | 1.7% |
| Prin SmallCap Value II SA-R6 Principal · Insurance contract Recordkeeper's own fund | $213K | 1.5% |
| Prin Core Plus Bd Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $207K | 1.5% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Advisor New Insights Fund | $2.5M |
| DroppedPrincipal Large Cap Growth Fund | $2.3M |
| DroppedPrincipal Large Cap S&P 500 Index Fund | $860K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
8 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP8+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $28,342 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
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.
8 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025