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 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.
$53K in admin expenses, $194 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $19.5M of the plan's $20.2M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $14.0M | 71.9% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 5.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $533K | 2.7% |
| Fixed Income Guaranteed Option Manager not matched · Insurance contract | $521K | 2.7% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $477K | 2.5% |
| BNY Mellon Dynamic Value Fund BNY · Mutual fund | $441K | 2.3% |
| Principal Global Investors - Principal Blue Chip Separate Account-Z Principal · Separate account Recordkeeper's own fund | $427K | 2.2% |
| Vanguard Mid-Cap Growth Index Fund/Open-end Vanguard · Mutual fund Index | $342K | 1.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $310K | 1.6% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $272K | 1.4% |
| 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 2 funds. Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $943K to $1.1M |
| Share class changeVanguard Growth Index Fund Admiral Shares to Vanguard Growth Index Fund Investor Shares | $482K to $533K |
| Share class changeVanguard Group Vanguard MidCap Val Index Adm Fd to Vanguard Mid-Cap Value Index Fund Investor Shares | $433K to $477K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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.
8 more lines and 4 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 4 by compensation.
| Provider | Compensation |
|---|---|
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 Other Services | $56,717 |
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $53,157 |
MORNINGSTAR4 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.
9 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025