Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$72K in admin expenses, $498 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 13 lines in all, holding $32.2M of the plan's $32.2M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.4M | 35.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $6.0M | 18.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $6.0M | 18.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 9.2% |
| Fidelity Emerging Markets Fund Fidelity Advisor Emerging Markets Fund: Class Z Fidelity (FMR) · Mutual fund | $1.1M | 3.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 3.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $961K | 3.0% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $937K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $736K | 2.3% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $539K | 1.7% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock Emerging Markets Fund, INC. Class K to Emerging Markets Portfolio - Institutional Class | $737K to $937K |
| AddedLord Abbett Short Duration Income Fund Class R6 | $539K |
| DroppedLord Abbett Sht Drtn Inc R6 Fund | $391K |
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.
3 more lines and 1 more change 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 |
|---|---|
MARINER WEALTH ADVISORS, LLC4 years Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 Advisory (Plan) | $56,899 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $15,306 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed August 25, 2000.
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.
2 contacts
11 filings · 2015 to 2025