Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 11 |
| 27 | Investment advisory (plan) | 9 |
| 16 | Consulting (general) | 6 |
| 28 | Investment management | 6 |
| 51 | Investment management fees paid directly by plan | 2 |
| 70 | Consulting fees | 2 |
| 31 | Named fiduciary | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $18,532 |
| Capital One Financial Corporation Associate Savings Plan | Capital One Financial | $12,049,528,180 | 68,883 | $2,972,635 |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing | $7,263,696,267 | 44,749 | $220,564 |
| Motorola Solutions 401(k) Plan | Motorola Solutions | $6,500,213,224 | 22,210 | $125,763 |
| CFG Retirement Savings Plan | Citizens Financial Group | $3,249,944,772 | 23,881 | $107,678 |
| Kinder Morgan Savings Plan | HPH Oklahoma Gathering | $2,920,683,334 | 16,694 | $543,716 |
| Ricoh USA, Inc. Retirement Savings Plan | Ikon Office Solutions | $2,167,471,123 | 13,400 | $119,459 |
| The Williams Investment Plus Plan | Williams Companies | $1,978,642,425 | 7,360 | $163,955 |
| Bertelsmann 401(k) Savings Plan | Bertelsmann | $1,959,139,200 | 14,062 | $17,740 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $23,741 |
| Pacific Life Insurance Company Retirement Incentive Savings Plan | Pacific Life Insurance | $1,778,730,074 | 5,035 | $96,197 |
| Conagra Brands Retirement Income Savings Plan | Conagra Brands | $1,737,040,808 | 13,298 | $151,779 |
| Trustage 401(k) Plan for Non-represented Employees | CMFG Life Insurance | $1,075,313,572 | 4,843 | $0 |
| Maersk Savings Plan | Maersk Agency USA | $1,016,236,912 | 10,106 | $111,658 |
| Avient Retirement Savings Plan | Avient | $678,167,284 | 4,364 | $102,465 |
| Wellmark, Inc. Savings and Investment Plan | Wellmark | $467,942,435 | 2,305 | $22,023 |
| Tenaris 401(k) Savings Plan | Maverick Tube | $366,131,652 | 4,582 | $61,772 |
| Trustage 401(k) Plan for Represented Employees | CMFG Life Insurance | $222,786,724 | 1,119 | $0 |
| Luck Stone Corporation 401(k) Plan | Luck Stone | $197,733,065 | 1,170 | $57,033 |
| Atalco LLC Employee Savings Plan | Atalco Gramercy | $63,116,893 | 748 | $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.