Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$306K in admin expenses, $244 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $86.7M of the plan's $88.6M. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $57.5M | 66.3% |
| Mercer S&P 500 Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $12.1M | 13.9% |
| Mercer US Small/Mid Cap Stock Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $3.6M | 4.2% |
| Mercer International Stock Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $2.8M | 3.2% |
| Mercer International Stock Fund Marsh McLennan (Mercer) · Mutual fund | $2.7M | 3.1% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $2.3M | 2.6% |
| Mercer US Bond Index Fund Marsh McLennan (Mercer) · Mutual fund Index | $1.9M | 2.2% |
| BlackRock Strategic Completion BlackRock · Mutual fund | $1.5M | 1.7% |
| Mercer Small/Mid Cap Stock Fund Marsh McLennan (Mercer) · Mutual fund | $1.2M | 1.3% |
| Mercer Diversified Bond Marsh McLennan (Mercer) · Collective trust | $1.0M | 1.2% |
| 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.
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.
1 more line in this lineup is on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
MERCER7 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 Consulting | $195,004 |
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 | $82,714 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $28,310 |
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
11 filings · 2015 to 2025