Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% 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.
$119K in admin expenses, $121 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $80.3M of the plan's $81.4M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Separate account Target-date, 13 vintagesRecordkeeper's own fund | $48.1M | 59.9% |
| Principal Large Cap S&P 500 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $9.2M | 11.4% |
| Morgan Stanley Inst Growth I Fund Morgan Stanley · Mutual fund | $5.6M | 7.0% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.2M | 2.8% |
| maturity value Cost value American Funds New Pe Capital Group · Mutual fund | $2.2M | 2.7% |
| Principal SmallCap S&P 600 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $2.0M | 2.5% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $1.9M | 2.4% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $1.6M | 2.0% |
| Fidelity Overseas Fund Class K Fidelity (FMR) · Mutual fund | $1.5M | 1.9% |
| Principal Core Plus Bond Separate Account - Z Principal · Separate account Recordkeeper's own fund | $1.5M | 1.8% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal U.S. Property Separate Account-Z | $262K |
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.
7 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 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $118,783 |
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