Employers › Mercer Investments
Recordkeeping fees per participant · Mercer Wise Pooled Employer Plan · plan year 2024
$69.04
Higher than 76% of the 1,697 plans $250M to 1B that report it.
= $523,836 / 7,587
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260602101436NAL0000762065001, received 2026-06-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260602101436NAL0000762065001, received 2026-06-02
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-06-02.
Administrative expenses excluding investment management, per participant
$69.04
Higher than 52% of the 2,324 plans $250M to 1B that report it.
= $523,836 / 7,587
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260602101436NAL0000762065001, received 2026-06-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260602101436NAL0000762065001, received 2026-06-02
Administrative expenses per participant
$226.06
Higher than 92% of the 2,405 plans $250M to 1B that report it.
= $1,715,144 / 7,587
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260602101436NAL0000762065001, received 2026-06-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260602101436NAL0000762065001, received 2026-06-02
Administrative expenses as a share of assets
0.536%
Higher than 100% of the 2,407 plans $250M to 1B that report it.
= $1,715,144 / $319,875,162
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260602101436NAL0000762065001, received 2026-06-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260602101436NAL0000762065001, received 2026-06-02
Employer contributions per participant
$1,883
Higher than 24% of the 2,457 plans $250M to 1B that report it.
= $14,289,967 / 7,587
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260602101436NAL0000762065001, received 2026-06-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260602101436NAL0000762065001, received 2026-06-02
Employer share of total contributions
21.8%
Higher than 21% of the 2,459 plans $250M to 1B that report it.
= $14,289,967 / $65,593,170
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260602101436NAL0000762065001, received 2026-06-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260602101436NAL0000762065001, received 2026-06-02
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260602101436NAL0000762065001, received 2026-06-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MERCER INVESTMENTS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Plan name | MERCER WISE POOLED EMPLOYER PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Sponsor EIN / plan number | 30-0282430 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Filing received | 2026-06-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Participants, beginning of year | 13,432 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Active participants | 10,017 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Participants, end of year | 12,035 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Participants with an account balance | 7,587 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Total assets, beginning of year | $198,059,510 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Total assets, end of year | $319,875,162 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Net assets, end of year | $319,875,162 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Total income | $98,560,280 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Net income | $54,331,503 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Employer contributions | $14,289,967 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Participant contributions | $42,642,981 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Other contributions (incl. rollovers) | $8,660,222 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Total contributions | $65,593,170 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Benefit payments | $41,948,165 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Total expenses (incl. benefit payments) | $44,228,777 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Total administrative expenses | $1,715,144 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Recordkeeping fees | $523,836 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Investment advisory and management fees | $1,191,308 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Administrative expenses excluding investment management | $523,836 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Held in common/collective trusts | $313,416,089 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Held in mutual funds | $809,709 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260602101436NAL0000762065001, received 2026-06-02 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260602101436NAL0000762065001, received 2026-06-02 |
Position = column in the DOL layout for form year 2024. Filing 20260602101436NAL0000762065001, received 2026-06-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | INVESTMENT ADVISOR | 16 Consulting (general); 23 Insurance services; 53 Insurance brokerage commissions and fees | $1,155,483 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $522,390 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $63,734 | no |
| REGIONS BANK | RIA, IA & BA | 26 Investment advisory (participants) | $21,396 | yes |
| JOHN HANCOCK LIFE INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 60 Sub-transfer agency fees; 67 Other insurance wrap fees; 28 Investment management; 62 Float revenue; 68 Soft dollars commissions; 59 Shareholder servicing fees; 63 Distribution (12b-1) fees | $1,446 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260602101436NAL0000762065001, received 2026-06-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $198,059,510 | $319,875,162 | 61.5% |
| Participants with a balance | 5,982 | 7,587 | 26.8% |
| Administrative expenses | $1,063,207 | $1,715,144 | 61.3% |
| Recordkeeping fees per participant | not reported | $69.04 | |
| Employer contributions | $10,789,995 | $14,289,967 | 32.4% |
Prior filing 20241015153950NAL0050236720001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: MERCER INVESTMENTS, LLC; SEC registrant: Mercer Investments LLC (CIK 1409728, matched by EIN).