Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$62K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 25 lines in all, holding $15.6M of the plan's $19.5M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| GoalPath 2040 Consrv Enhd Index Manager not matched · Collective trust Index | $3.2M | 20.3% |
| GoalPath 2030 Consrv Enhd Index Manager not matched · Collective trust Index | $2.2M | 14.3% |
| GoalPath 2050 Consrv Enhd Index Manager not matched · Collective trust Index | $2.1M | 13.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 12.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Mutual fund | $1.4M | 9.1% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $923K | 5.9% |
| Common/Collective Trust Matrix Trus Manager not matched · Collective trust | $910K | 5.8% |
| GoalPath 2040 Modrte Enhd Index Manager not matched · Collective trust Index | $489K | 3.1% |
| GoalPath 2060 Consrv Enhd Index Manager not matched · Collective trust Index | $339K | 2.2% |
| U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $331K | 2.1% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $31,255 |
TWO WEST CAPITAL ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 Advisory (Plan) | $30,901 |
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 January 21, 2011.
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