Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return 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.
$100K in admin expenses, $299 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 21 lines in all, holding $27.4M of the plan's $28.7M. Recordkeeper: Principal.
Target-date series: SSgA Target Retirement, collective trust, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 9 vintages | $7.1M | 26.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.4M | 19.9% |
| State Street Global Adv Trust CO State Street (SSgA) · Collective trust Index | $2.5M | 9.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 9.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 7.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 5.8% |
| Government Money Market Fund Class R-6 Principal · Money market Recordkeeper's own fund | $1.4M | 5.2% |
| State Street Global Equity Ex-Us Index Fund State Street (SSgA) · Mutual fund Index | $1.2M | 4.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $894K | 3.3% |
| 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.
Added 5 funds, dropped 3 funds, likely replaced 6 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighState Street S&P 500 Index Series Fund to Fidelity 500 Index Fund | $5.7M to $5.4M |
| AddedState Street Global Adv Trust CO | $2.5M |
| ReplacedHighState Street Russell Large Cap Growth Index Non-Lending Fund to Vanguard Growth Index Fund Admiral Shares | $2.2M to $2.5M |
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 and 11 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $39,112 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 Advisory (Plan) | $28,463 |
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
11 filings · 2015 to 2025