Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
5% 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.
$497K in admin expenses, $109 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds hold $221M of the plan's $234M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Guaranteed Option N Principal · Insurance contract Recordkeeper's own fund | $59.3M | 26.8% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $27.1M | 12.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $23.6M | 10.7% |
| Fidelity Industrial AM Core Plus N/R Fidelity (FMR) · Mutual fund | $17.5M | 7.9% |
| Eupac Fund Capital Group · Mutual fund | $16.3M | 7.4% |
| BlackRock Inflation Protected Bond Portfolio BlackRock · Mutual fund | $15.5M | 7.0% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $14.9M | 6.7% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.2M | 4.2% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $8.4M | 3.8% |
| Mid Cap Growth Trust Class S Fund N/R Neuberger Berman · Collective trust | $8.1M | 3.7% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Industrial AM Core Plus N/R | $17.5M |
| DroppedMass Total Return Bond CIT Class S N/R | $15.1M |
| ReplacedHighCollective Macquarie Mid Cap Growth CIT N/R to Mid Cap Growth Trust Class S Fund N/R | $8.6M to $8.1M |
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.
7 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 GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $505,243 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 Advisory (Plan) | $81,456 |
BAKER TILLY US, LLP3 years Service code 49 · EIN 39-0859910 Other Services | $37,393 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed August 1, 1998.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025