Filings through .
No flags tripped on the 2025 filing.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$64K in admin expenses, $176 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $24.6M of the plan's $25.6M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 51% of fund dollars
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 11 funds, dropped 2 funds.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
8 more lines and 10 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $64,416 |
ACTUARIAL BENEFITS CORP5 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 11 Actuarial | $12,116 |
ACTUARIAL BENEFITS CORP10+ years Service code 11 · EIN 20-1054428 Actuarial | $0 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 Advisory (Participants) | $0 |
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.
2 contacts
11 filings · 2015 to 2025