Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
<1% 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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$129K in admin expenses, $436 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $49.0M of the plan's $49.1M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $39.6M | 80.9% |
| Pooled separate accounts Prin Lgcp S&P 500 Indez SA - Z Principal · Separate account IndexRecordkeeper's own fund | $5.0M | 10.2% |
| Prin MidCap Sep Acct-Z Principal · Separate account Recordkeeper's own fund | $660K | 1.3% |
| Galliard Stable Value E Allspring · Stable value Stable value | $606K | 1.2% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $528K | 1.1% |
| iShares Russell Small/Mid-Cap Index Fund BlackRock · ETF Index | $483K | 1.0% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $417K | 0.9% |
| New Perspective Fund Capital Group · Mutual fund | $407K | 0.8% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $406K | 0.8% |
| American Mutual Fund Manager not matched · Mutual fund | $310K | 0.6% |
| 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.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares Russell Small/Mid-Cap Index Fund | $483K |
| AddedLarge Cap Growth Fund II Fee Class R1 | $417K |
| DroppedFidelity Advisor Growth Opportunities Fund | $301K |
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.
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 GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $128,714 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 Advisory (Plan) | $80,060 |
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.
3 contacts
7 filings · 2019 to 2025