Filings through .
No flags tripped on the 2025 filing.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$228K in admin expenses, $211 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds hold $180M of the plan's $182M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $29.7M | 16.5% |
| Vanguard Vgd Trg Rtmt 2030 Trust II Vanguard · Collective trust | $26.6M | 14.8% |
| Vanguard Vgd Trg Rtmt 2040 Trust II Vanguard · Collective trust | $21.7M | 12.0% |
| Vanguard Vgd Trg Rtmt 2045 Trust II Vanguard · Collective trust | $19.5M | 10.8% |
| Vanguard Vgd Trg Rtmt II Vanguard · Collective trust | $18.3M | 10.1% |
| Vanguard Vgd Trg Rtmt 2035 Trust II Vanguard · Collective trust | $15.5M | 8.6% |
| Vanguard Vgd Trg Rtmt 2025 Trust II Vanguard · Collective trust | $10.9M | 6.0% |
| Vanguard Vgd Trg Rtmt 2050 Trust II Vanguard · Collective trust | $10.4M | 5.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Mutual fund | $8.2M | 4.5% |
| Vanguard Vgd Trg Rtmt 2020 Trust II Vanguard · Collective trust | $4.9M | 2.7% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
7 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 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $227,861 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 Consulting | $110,347 |
THE BENEFIT PRACTICE6+ years Service code 13 · EIN 13-4144565 Contract Administrator | $49,000 |
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
6 filings · 2020 to 2025