Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Mercer Global Advisors Inc
Mercer Global Advisors Inc
- Service provider, as named on Schedule C
- EIN 743257877
- Plan year 2024
- Direct compensation reported $869,544
Assets of those plans
$20,624,619,055
0.26% 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
$869,544
80% 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 code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 11 |
| 27 | Investment advisory (plan) | 9 |
| 50 | Direct payment from the plan | 4 |
| 16 | Consulting (general) | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $14,330 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $5,095 |
| Northwest Permanente, P.C. Retirement Plan - PS Aspect | Northwest Permanente | $767,715,489 | 1,991 | $6,213 |
| Shamrock Foods Company 401(k) Plan and Trust | Shamrock Foods | $454,804,962 | 7,271 | $210,410 |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | Sansum Santa Barbara Medical Clinic | $235,797,512 | 317 | $21,842 |
| Radiology Imaging Associates P.C. Profit Sharing Plan | Radiology Imaging Associates | $149,772,024 | 664 | $15,857 |
| Basis Educational Group Retirement Plan | Basis Educational Ventures | $117,955,783 | 3,632 | $85,556 |
| Metro-west Anesthesia Group, Inc. 401(k) Plan | Metro-west Anesthesia Group | $96,462,876 | 192 | $8,919 |
| Medical Association of Georgia Multiple Employer 401(k) Profit Sharing Plan | Medical Association of Georgia | $47,763,739 | 540 | $103,118 |
| Children's Medical Group, P. C. 401(k) Profit Sharing Plan | Children's Medical Group | $34,234,576 | 203 | $0 |
| Chasse Building Team, Inc. 401(k) Profit Sharing Plan | Chasse Building Team | $29,539,232 | 283 | $50,000 |
| Willmeng Construction, Inc. 401(k) Plan | Willmeng Construction | $24,988,588 | 408 | $112,269 |
| Buckeye Power Sales Co., Inc. 401(k) Plan | Buckeye Power Sales | $24,715,511 | 289 | $40,726 |
| Bingham Companies Profit Sharing and 401(k) Plan | Bingham Equipment | $22,014,192 | 321 | $68,900 |
| The Eye Care Group P.C. Employees 401(k) Profit Sharing Plan & Trust Agreement | Eye Care Group | $21,036,642 | 149 | $72,139 |
| The Farmers Bank 401(k) Plan | Farmers Bank | $17,787,234 | 166 | $31,525 |
| J.M. Wilson Corporation Savings Plan | J.M. Wilson | $15,412,278 | 181 | $0 |
| North Idaho Eye Institute, PA 401(k) Profit Sharing Plan | North Idaho Eye Institute | $13,147,178 | 178 | $22,645 |
| Rubio's Restaurant Group, LLC 401(k) Plan | Rubio's Restaurant Group | $10,351,907 | 314 | $0 |
| Society for Handicapped Citizens of Medina County, Inc. 403(b) Plan | Society for Handicapped Citizens of Medina County | $4,427,437 | 162 | $0 |
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.