Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $95,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,419 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,699 |
17 funds of $250K or more; 18 lines in all, holding $39.3M of the plan's $40.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercerwise Target Date 2035 Marsh McLennan (Mercer) · Mutual fund | $8.3M | 21.1% |
| Mercerwise Target Date 2030 Marsh McLennan (Mercer) · Mutual fund | $7.1M | 18.2% |
| Mercerwise Target Date 2025 Marsh McLennan (Mercer) · Mutual fund | $4.8M | 12.3% |
| MercerWise 2040 Target Date Fund Marsh McLennan (Mercer) · Mutual fund | $4.4M | 11.1% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $4.0M | 10.3% |
| MercerWise 2045 Target Date Fund Marsh McLennan (Mercer) · Mutual fund | $2.7M | 6.9% |
| State Street Target Retirement Fund State Street (SSgA) · Mutual fund | $1.2M | 3.1% |
| MercerWise 2055 Target Date Fund Marsh McLennan (Mercer) · Mutual fund | $1.1M | 2.9% |
| MercerWise 2050 Target Date Fund Marsh McLennan (Mercer) · Mutual fund | $1.1M | 2.7% |
| State Street US Small/Mid Cap Stock Index Fund State Street (SSgA) · Mutual fund Index | $1.1M | 2.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedState Street Target Retirement Fund | $1.2M |
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, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.