Filings through .
1 of 17 flags tripped on the 2025 filing.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$131K in admin expenses, $256 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $101M of the plan's $149M. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, collective trust, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 8 vintages | $46.3M | 45.8% |
| Prin/BR S&P 500 Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $15.3M | 15.1% |
| T. Rowe Price Trust Company T. Rowe Price · Collective trust | $6.7M | 6.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.9M | 4.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 4.8% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.9M | 3.8% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $3.7M | 3.7% |
| Prin/BR S&P Mid Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $3.7M | 3.6% |
| Eagle Mid Cap Growth CIT Class 2 Raymond James · Collective trust | $2.3M | 2.3% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $2.2M | 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustBlackrock Lifepath Index 2055 Fund Class K Shares to BlackRock LifePath Index 2055 Trust | $36.8M to $46.3M |
| DroppedPrin/BR Agg Bd Index CIT N | $2.6M |
| AddedPrin/BR Russ 2000 I CIT N | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 and 3 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $87,553 |
Service code 27 · EIN 43-1451524 Advisory (Plan) | $43,639 |
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.
4 contacts
11 filings · 2015 to 2025