Filings through .
3 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$403K in admin expenses.
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 12 lines, holding $173M of the plan's $210M. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $71.2M | 41.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $28.4M | 16.4% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $23.9M | 13.8% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $12.6M | 7.3% |
| Large Cap Growth Managed Fund Galliard Stable Return Fund Allspring · Collective trust | $9.5M | 5.5% |
| Eupac Fund Capital Group · Mutual fund | $6.8M | 4.0% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $5.7M | 3.3% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $4.7M | 2.7% |
| Principal Blackrock S&P MidCap Index Fund BlackRock · Collective trust Index | $3.3M | 1.9% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $3.0M | 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 more lines 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 5 by compensation.
| Provider | Compensation |
|---|---|
WINSTON & STRAWN LLP7 years Service code 29 · EIN 36-1975990 Legal | $170,939 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $142,388 |
USI INSURANCE SERVICES LLC4 years Filed as: USI CONSULTING GROUP Service code 17 · EIN 06-1053228 Pension Consulting | $49,526 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 Advisory (Plan) | $24,375 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD, P.S Service code 10 · EIN 91-1301672 Accounting | $14,677 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025