Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$84K in admin expenses, $43 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 21 lines, holding $99.9M of the plan's $102M. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $53.4M | 53.5% |
| Pooled Separate Accounts Prin LgCp S&P 500 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $7.6M | 7.6% |
| T. Rowe Price Trust Company T. Rowe Price · Collective trust | $7.0M | 7.0% |
| Principal Stable Principal · Collective trust Recordkeeper's own fund | $6.5M | 6.5% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund | $3.6M | 3.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.6M | 2.6% |
| Prin SmCap S&P 600 Index SA-Z Principal · Mutual fund IndexRecordkeeper's own fund | $2.5M | 2.5% |
| Pooled Separate Accounts Prin Diversified In Principal · Insurance contract Recordkeeper's own fund | $1.9M | 1.9% |
| MFS Mid Cap Value Fund R4 MFS (Sun Life) · Mutual fund | $1.9M | 1.9% |
| Pooled Separate Accounts Prin MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $1.9M | 1.9% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighArtisan Mid Cap Fund Investor Shares to T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | $1.5M to $1.5M |
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.
11 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $84,146 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed February 26, 2006 (most recent of 2 filings on file).
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.
3 contacts
11 filings · 2015 to 2025