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.
$155K in admin expenses, $181 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; 34 lines in all, holding $66.3M of the plan's $69.7M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $14.1M | 21.3% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $8.4M | 12.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.6M | 11.4% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $6.8M | 10.3% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $4.9M | 7.4% |
| 2050 Fund Dodge & Cox Income Fund Mutual Fund Dodge & Cox · Mutual fund | $3.7M | 5.6% |
| Fidelity Global X US Index Fidelity (FMR) · Mutual fund Index | $3.2M | 4.8% |
| Prin/MFS Value CIT TR MFS (Sun Life) · Collective trust | $3.0M | 4.6% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $2.4M | 3.7% |
| I Fund Vanguard Target Retirement Mutual Fund Vanguard · Mutual fund | $2.4M | 3.6% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPrincipal Stable Return Fund to Vanguard Target Retirement N/R | $4.4M to $6.8M |
| AddedI Fund Vanguard Target Retirement Mutual Fund | $2.4M |
| DroppedPrincipal Blackrock S&P MidCap Index Fund | $379K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
24 more lines and 2 more changes 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 5 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $143,932 |
Filed as: PATTISON PENSION SPECIALISTS Service code 49 · EIN 85-0437924 Other Services | $25,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 Accounting | $13,453 |
MORNINGSTAR4 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 auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
11 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025