Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2.0M in admin expenses, $636 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $134M of the plan's $136M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer Active Intermediate Credit Fixed Income Portfolio Marsh McLennan (Mercer) · Collective trust | $29.2M | 21.8% |
| Mercer Active Long Corporate Investment Portfolio Marsh McLennan (Mercer) · Collective trust | $29.1M | 21.7% |
| Mercer Long Strips Fixed Income Marsh McLennan (Mercer) · Collective trust | $21.1M | 15.7% |
| Mercer US Large Cap Passive Equity Portfolio Marsh McLennan (Mercer) · Collective trust Index | $15.2M | 11.3% |
| Mercer Long Duration Passive Fixed Income Marsh McLennan (Mercer) · Collective trust Index | $12.4M | 9.3% |
| CF Mercer Opportunistic Fixed Income Portfolio Marsh McLennan (Mercer) · Collective trust | $8.8M | 6.6% |
| Mercer Non-US Core Equity Marsh McLennan (Mercer) · Collective trust | $6.9M | 5.2% |
| CF Mercer US Core Real Estate Portfolio Marsh McLennan (Mercer) · Collective trust | $3.8M | 2.8% |
| Mercer Emerging Markets Equity Marsh McLennan (Mercer) · Collective trust | $3.1M | 2.3% |
| December 31, 2025 including maturity date, rate Principal-BlackRock Money Market Inv BlackRock · Money market | $2.6M | 2.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCF Mercer Global Low Volatility Equity Portfolio | $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. They do not show money moved.
1 more line in this lineup is 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 3 by compensation.
| Provider | Compensation |
|---|---|
MERCER5+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 Advisory (Plan) | $163,743 |
PRINCIPAL CUSTODY SOLUTIONS4 years Service code 21 · EIN 51-0099493 Bank Trustee | $162,906 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 15 · EIN 42-0127290 Recordkeeping | $50,965 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Aaron L. Sens Aon Consulting, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
5 filings · 2021 to 2025