Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $232,876 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,780 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $19,845 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,152 |
17 funds of $250K or more; 9 lines in all, holding $75.8M of the plan's $80.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $63.7M | 84.0% |
| Mercer S&P 500 Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $5.5M | 7.3% |
| State Street Target Retirement Fund State Street (SSgA) · Mutual fund | $2.3M | 3.1% |
| Mercer International Stock Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $1.3M | 1.7% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $810K | 1.1% |
| Mercer US Bond Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $728K | 1.0% |
| Mercer US Small/Mid Cap Stock Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $671K | 0.9% |
| BlackRock Strategic Completion BlackRock · Mutual fund | $516K | 0.7% |
| Blackrock Multi-Asset Income Portfolio BlackRock · Mutual fund | $265K | 0.3% |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.