Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
4% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$436K in admin expenses, $131 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $84.6M of the plan's $88.6M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages | $60.9M | 72.0% |
| Cost Value Mutual Funds Am Manager not matched · Mutual fund | $9.3M | 11.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $3.4M | 4.0% |
| International Equities BlackRock · Collective trust | $3.3M | 3.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.6M | 1.8% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $805K | 1.0% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $608K | 0.7% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $591K | 0.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $544K | 0.6% |
| MidCap S&P 400 Index Separate Account-Z Pooled Separate Account Manager not matched · Separate account Index | $512K | 0.6% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCost Value Mutual Funds Am | $9.3M |
| AddedInternational Equities | $3.3M |
| DroppedBlackRock Equity Index 1 | $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
12 more lines and 5 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 GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $435,752 |
PLAN SPONSOR ADVISORS, LLC7 years Filed as: PLAN SPONSOR ADVISER, LLC Service code 16 · EIN 54-1995014 Consulting | $18,414 |
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