Filings through .
1 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.)
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.
$46K in admin expenses, $330 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $24.2M of the plan's $27.2M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8.4M | 34.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $6.9M | 28.4% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.4M | 9.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 4.2% |
| Registered American Am Funds Eupac R6 Fund Capital Group · Mutual fund | $832K | 3.4% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund | $638K | 2.6% |
| Prin/BR Intl Eq Indx CIT TR Principal · Collective trust IndexRecordkeeper's own fund | $606K | 2.5% |
| SEI Trust Company Prin/BR S&P 500 Index CIT TR SEI · Collective trust Index | $467K | 1.9% |
| Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $453K | 1.9% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $451K | 1.9% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 4 funds, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal/BlackRock S&P 500 Index CIT N | $6.6M |
| DroppedGrowth Fund OF America Class R-6 | $2.1M |
| ReplacedHighPrincipal Blackrock International Equity Index Fund to Prin/BR Intl Eq Indx CIT TR | $440K to $606K |
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.
9 more lines and 6 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $45,980 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed August 29, 2006.
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