Filings through .
3 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 2024 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$38K in admin expenses, $148 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 11 lines in all, holding $4.8M of the plan's $4.8M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.5M | 73.1% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $624K | 13.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $398K | 8.3% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $71K | 1.5% |
| Bond Fund OF America Capital Group · Mutual fund | $63K | 1.3% |
| ClearBridge Select Fund Franklin Templeton · Mutual fund | $40K | 0.8% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $28K | 0.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $27K | 0.6% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $20K | 0.4% |
| Principal Life Insurance Company Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $9K | 0.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $38,410 |
MATCH GRADE ADVISORS, LLC3 years Filed as: MATCH GRADE ADVISORS Service code 27 · EIN 83-1832626 Advisory (Plan) | $19,900 |
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 2024 filing.
3 contacts
5 filings · 2020 to 2024