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 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.
$152K in admin expenses, $232 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 21 lines, holding $34.6M of the plan's $35.1M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $18.1M | 52.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.8M | 8.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 7.6% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $2.0M | 5.8% |
| PIMCO StocksPLUS International I Fund (USD-Hedged) PIMCO (Allianz) · Mutual fund | $1.4M | 4.1% |
| Prin SAM Cons Growth Inst Port Principal · Mutual fund Recordkeeper's own fund | $1.3M | 3.8% |
| Fixed Income Option Manager not matched · Insurance contract | $1.0M | 3.0% |
| Janus Henderson Flex BD N Janus Henderson · Mutual fund | $935K | 2.7% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $855K | 2.5% |
| T. Rowe Price Global Stock I Fund T. Rowe Price · Mutual fund | $613K | 1.8% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJanus Henderson Flex BD N | $935K |
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.
11 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $152,146 |
Service code 27 · EIN 04-2675571 Advisory (Plan) | $58,751 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025