Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $7K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 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.
$36K in admin expenses, $241 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; 16 lines in all, holding $9.2M of the plan's $9.2M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $4.4M | 47.8% |
| Principal Large Cap S&P 500 Principal · Insurance contract IndexRecordkeeper's own fund | $1.5M | 16.1% |
| JPMorgan U.S. Garp Equity Fund Class R6 JPMorgan · Mutual fund | $1.2M | 13.5% |
| General Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $653K | 7.1% |
| Principal MidCap Value Growth Separate Account Principal · Insurance contract Recordkeeper's own fund | $488K | 5.3% |
| Principal Core Fixed Income Principal · Insurance contract Recordkeeper's own fund | $479K | 5.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $127K | 1.4% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $100K | 1.1% |
| Principal Mid Cap S&P 400 Index Principal · Insurance contract IndexRecordkeeper's own fund | $53K | 0.6% |
| Principal Equity Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $52K | 0.6% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan U.S. Garp Equity Fund Class R6 | $1.2M |
| DroppedPar, or Maturity Value Cost Value Mutual Funds JP Morgan | $1.0M |
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.
6 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 GROUP5+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $36,156 |
Filed as: DIGITAL INSURANCE LLC Service code 49 · EIN 58-2522668 Other Services | $3,278 |
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.
9 feature codes on the 2025 filing.
2 contacts
5 filings · 2021 to 2025