Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$280K in admin expenses, $140 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 10 lines, holding $102M of the plan's $107M. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $88.4M | 86.3% |
| Mercer S&P 500 Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $6.4M | 6.2% |
| T. Rowe Price Trust Company T. Rowe Price · Collective trust | $2.0M | 2.0% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $1.6M | 1.5% |
| Mercer International Stock Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $1.4M | 1.4% |
| Mercer Small/Mid Cap Stock Fund Marsh McLennan (Mercer) · Mutual fund | $746K | 0.7% |
| Mercer US Small/Mid Cap Stock Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $668K | 0.7% |
| Mercer US Bond Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $547K | 0.5% |
| BlackRock Strategic Completion NL M BlackRock · Collective trust | $479K | 0.5% |
| Blackrock Multi-Asset Income Portfolio Class K Shares BlackRock · Mutual fund | $193K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 Consulting | $185,650 |
EMPOWER ADVISORY GROUP, LLC2+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $81,395 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $12,688 |
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.
4 contacts
2 filings · 2024 to 2025