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 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.
$76K in admin expenses, $214 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 22 lines in all, holding $13.3M of the plan's $13.7M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $9.7M | 73.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $870K | 6.6% |
| LargeCap S&P 500 Index Fund R-5 Principal · Mutual fund IndexRecordkeeper's own fund | $463K | 3.5% |
| American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $422K | 3.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $308K | 2.3% |
| Prin SmCap S&P 600 Index R5 Fund Principal · Mutual fund IndexRecordkeeper's own fund | $224K | 1.7% |
| BlackRock Global Alloc Inst Fd BlackRock · Mutual fund | $215K | 1.6% |
| Principal Core Fix Inc R5 Fd Principal · Mutual fund Recordkeeper's own fund | $146K | 1.1% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $146K | 1.1% |
| Macquarie Small Cap Value R6 F Macquarie / Nomura · Mutual fund | $132K | 1.0% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCommon/Collective Trust Principal G | $2.6M |
| AddedAmerican Am Funds Eupac R6 Fund | $422K |
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.
12 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 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $75,911 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 Other Services | $31,602 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed May 12, 2022.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025