401k Record

Providers › Mercer

Mercer

Plans listing this provider

20

0.04% of the 56,420 plans with Schedule H financials; 23 in 2023

Assets of those plans

$108,018,104,812

1.39% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$4,961,710

90% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
50Direct payment from the plan11
27Investment advisory (plan)9
16Consulting (general)6
28Investment management6
51Investment management fees paid directly by plan2
70Consulting fees2
31Named fiduciary1
52Investment management fees paid indirectly by plan1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
IBM 401(k) PlanInternational Business Machines $60,393,556,150147,543$18,532
Capital One Financial Corporation Associate Savings PlanCapital One Financial $12,049,528,18068,883$2,972,635
Automatic Data Processing, Inc. Retirement and Savings PlanAutomatic Data Processing $7,263,696,26744,749$220,564
Motorola Solutions 401(k) PlanMotorola Solutions $6,500,213,22422,210$125,763
CFG Retirement Savings PlanCitizens Financial Group $3,249,944,77223,881$107,678
Kinder Morgan Savings PlanHPH Oklahoma Gathering $2,920,683,33416,694$543,716
Ricoh USA, Inc. Retirement Savings PlanIkon Office Solutions $2,167,471,12313,400$119,459
The Williams Investment Plus PlanWilliams Companies $1,978,642,4257,360$163,955
Bertelsmann 401(k) Savings PlanBertelsmann $1,959,139,20014,062$17,740
Sidley Austin LLP Savings and Investment PlanSidley Austin $1,932,030,7185,876$23,741
Pacific Life Insurance Company Retirement Incentive Savings PlanPacific Life Insurance $1,778,730,0745,035$96,197
Conagra Brands Retirement Income Savings PlanConagra Brands $1,737,040,80813,298$151,779
Trustage 401(k) Plan for Non-represented EmployeesCMFG Life Insurance $1,075,313,5724,843$0
Maersk Savings PlanMaersk Agency USA $1,016,236,91210,106$111,658
Avient Retirement Savings PlanAvient $678,167,2844,364$102,465
Wellmark, Inc. Savings and Investment PlanWellmark $467,942,4352,305$22,023
Tenaris 401(k) Savings PlanMaverick Tube $366,131,6524,582$61,772
Trustage 401(k) Plan for Represented EmployeesCMFG Life Insurance $222,786,7241,119$0
Luck Stone Corporation 401(k) PlanLuck Stone $197,733,0651,170$57,033
Atalco LLC Employee Savings PlanAtalco Gramercy $63,116,893748$45,000

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.