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.
$91K in admin expenses, $170 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 20 lines in all, holding $19.4M of the plan's $19.8M. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $15.0M | 77.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.1M | 5.8% |
| DFA International Value I Fund Dimensional · Mutual fund | $491K | 2.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $396K | 2.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $374K | 1.9% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $304K | 1.6% |
| Fixed Income Guaranteed Option (at contract value Principal · Insurance contract Recordkeeper's own fund | $266K | 1.4% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $234K | 1.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $178K | 0.9% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $163K | 0.8% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMFS Growth Fund R6 to JPMorgan Large Cap Growth Fund Class R6 | $293K to $396K |
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.
10 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $50,058 |
Service code 17 · EIN 13-5674085 Pension Consulting | $40,691 |
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.
3 contacts
6 filings · 2020 to 2025