Filings through .
1 of 18 flags tripped on the 2024 filing.
Few collective trusts
2% 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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$82K in admin expenses, $165 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 29 lines in all, holding $24.1M of the plan's $27.0M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $13.8M | 57.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.8M | 7.7% |
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.5M | 6.4% |
| Fidelity Global Equity Income Fund Fidelity (FMR) · Mutual fund | $1.1M | 4.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $852K | 3.5% |
| Registered American AM FDS BD FD OF AM R6 FD Capital Group · Mutual fund | $719K | 3.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $680K | 2.8% |
| Goldman Sachs Emerging Markets Equity Fund Class R6 Shares Goldman Sachs · Mutual fund | $585K | 2.4% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $576K | 2.4% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $533K | 2.2% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $81,160 |
Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 Advisory (Plan) | $10,621 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 Recordkeeping | $600 |
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 2024 filing.
2 contacts
1 filing