Filings through .
3 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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.
$55K in admin expenses, $267 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 11 lines in all, holding $3.4M of the plan's $3.7M. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $2.8M | 82.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $216K | 6.3% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $98K | 2.9% |
| Registered Oppenheimer Inv Ds Mp Gth R6 Fd Invesco · Mutual fund | $73K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $72K | 2.1% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $71K | 2.1% |
| Diamond Hill Capital Management Inc Diamond Hill Large Cap Y Fund Diamond Hill · Mutual fund | $65K | 1.9% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2K | <0.1% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1K | <0.1% |
| Registered BlackRock iShs Russ 2000 SC Index K Fund BlackRock · Mutual fund Index | $273 | <0.1% |
| 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.
No lineup changes between the 2024 and 2025 filings.
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.
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 GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $55,362 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 Advisory (Plan) | $12,053 |
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 2025 filing.
Filed June 25, 2021.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025