Filings through Oct 24, 2026.

Retirement plan

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan

Name: MERCER-ZIMMERMAN, INC. - MERCER-ZIMMERMAN, INC. PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: MERCER-ZIMMERMAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MERCER-ZIMMERMAN, INC. PROFIT SHARING 401(K) PLAN, MERCER-ZIMMERMAN, INC.

Mercer-Zimmerman, Inc.EIN 48-0761465Plan #001PY 2025

8981 BOND STREET - OVERLAND PARK, KS 66214913-438-4546mzltg.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh feesFailed to transmit contributionsCorrective distributionsFund lineup: 24 funds, $19.1M

How to read this page

Total assets (EOY)

$23.9M

+24.7% from 2024

Total participants

240

+8.6% from 2024

Average account balance

$101,126

+14.7% from 2024

Annual return

18.57%

+2.92 pp from 2024

Benchmarks

See 2,256 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,256 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
LINCOLN FINANCIAL ADVISORS CORP4 years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300	Contract Administrator	$70,036
THE PERSPECTIVE GROUP, LLC4 years Service code 27 · EIN 45-5254009	Advisory (Plan)	$39,393
UHY LLP2 years Service code 10 · EIN 20-0694403	Accounting	$6,248

Fund lineup

CSV with Pro

24 funds of $250K or more; 34 lines in all, holding $19.1M of the plan's $19.1M. From the 2024 filing. Recordkeeper: Lincoln Financial.

In collective trusts15%median 0% for plans of $5M to $50M (35,181 plans)

In index funds41%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series21%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages	Vanguard	Mutual fund	$4.1M	21.3%
Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$2.5M	12.9%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.0M	10.5%
Stadion Growth Class 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$2.0M	10.5%
Thornburg Global Opportunities Fund - Class R5 Thornburg · Mutual fund	Thornburg	Mutual fund	$812K	4.2%
Stadion Moderate Growth Class 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$797K	4.2%
Lincoln National Life Insurance Company Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund	Lincoln Financial	Insurance contract	$773K	4.0%
American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$679K	3.6%
Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$554K	2.9%
Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$539K	2.8%

See the other 24 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$116K

$676 / participant

Investment mgmt$39K34.1%
Contract admin$70K60.5%
Other / not subdivided$6K5.4%

% of EOY assets

0.485%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: UHY LLP
Auditor EIN: 200694403
Audit fees: $6,248
Opinion code: Unqualified

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Provider

Service type

Compensation

LINCOLN FINANCIAL ADVISORS CORP4 years

Filed as: LINCOLN NATIONAL CORPORATION

Service code 13 · EIN 35-0472300

Contract Administrator

$70,036

THE PERSPECTIVE GROUP, LLC4 years

Service code 27 · EIN 45-5254009

Advisory (Plan)

$39,393

UHY LLP2 years

Service code 10 · EIN 20-0694403

Accounting

$6,248

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 10 vintages

$4.1M

21.3%

Vanguard LifeStrategy 80/20 Fund Investor Shares

Vanguard · Mutual fund

$2.5M

12.9%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.0M

10.5%

Stadion Growth Class 1

Manager not matched · Collective trust

$2.0M

10.5%

Thornburg Global Opportunities Fund - Class R5

Thornburg · Mutual fund

$812K

4.2%

Stadion Moderate Growth Class 1

Manager not matched · Collective trust

$797K

4.2%

Lincoln National Life Insurance Company Lincoln Stable Value Account

Lincoln Financial · Insurance contract

Recordkeeper's own fund

$773K

4.0%

American Funds Fundamental Investors Class R-6

Capital Group · Mutual fund

$679K

3.6%

Vanguard Wellesley Income Fund Admiral Shares

Vanguard · Mutual fund

$554K

2.9%

Vanguard LifeStrategy 60/40 Fund Investor Shares

Vanguard · Mutual fund

$539K

2.8%

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion