Filings through .
3 of 18 flags tripped on the 2024 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$22K in admin expenses, $136 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 12 lines in all, holding $1.6M of the plan's $1.7M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 8 vintagesRecordkeeper's own fund | $1.5M | 93.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $70K | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $15K | 0.9% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $10K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.5% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $7K | 0.4% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $3K | 0.2% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $677 | <0.1% |
| Principal Life Insurance Company Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $158 | <0.1% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $124 | <0.1% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 | $14,144 |
Service code 17 · EIN 13-5674085 Pension Consulting | $7,561 |
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
1 contact
3 filings · 2022 to 2024