Plans listing this provider
50
0.09% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › Mercer Investments LLC
Mercer Investments LLC
- Service provider, as named on Schedule C
- EIN 362668272
- Plan year 2024
- Direct compensation reported $3,271,632
Assets of those plans
$140,288,689,858
1.80% 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
$3,271,632
98% 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 |
|---|---|---|
| 16 | Consulting (general) | 25 |
| 27 | Investment advisory (plan) | 22 |
| 50 | Direct payment from the plan | 12 |
| 51 | Investment management fees paid directly by plan | 3 |
| 99 | Other fees | 3 |
| 22 | Insurance agents and brokers | 2 |
| 26 | Investment advisory (participants) | 2 |
| 28 | Investment management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart | $50,790,179,678 | 1,161,254 | $53,992 |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings | $22,180,692,974 | 77,339 | $246,182 |
| Edward D. Jones & Co. Profit Sharing and 401(k) Plan | Edward D. Jones | $12,368,282,167 | 56,268 | $6,986 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $189,942 |
| T-mobile USA, Inc. 401(k) Retirement Savings Plan & Trust | T-mobile USA | $9,051,824,432 | 78,399 | $217,212 |
| AECOM Retirement & Savings Plan | AECOM | $6,778,848,784 | 31,444 | $50,467 |
| Alcon 401(k) Savings Plan | Alcon Vision | $2,941,407,957 | 12,869 | $150,980 |
| Keysight Technologies, Inc. 401(k) Plan | Keysight Technologies | $2,616,847,941 | 7,443 | $93,750 |
| Avangrid 401(k) Plan | Avangrid Management | $2,564,311,224 | 10,095 | $153,375 |
| Amentum 401(k) Retirement Plan | URS Federal Services | $2,491,428,129 | 39,270 | $75,775 |
| NNPP Contractor Savings Plan | Fluor Marine Propulsion | $2,485,446,397 | 10,632 | $334,697 |
| Netflix 401(k) Plan | Netflix | $2,348,392,285 | 11,401 | $56,210 |
| Open Text, Inc. 401(k) Plan | Open Text | $1,907,194,714 | 9,840 | $54,942 |
| Experian Personal Investment Plan | Experian Information Solutions | $1,689,889,896 | 7,852 | $34,483 |
| Promedica Health System, Inc. 401(k) Plan | Promedica Health System | $1,345,137,947 | 20,991 | $25,000 |
| Mccormick 401(k) Retirement Plan | McCORMICK | $968,188,962 | 5,893 | $179,419 |
| Amerihealth Caritas 401(k) Plan | Amerihealth Caritas Services | $947,536,890 | 11,262 | $115,000 |
| Dot Holdings Co 401(k) and Profit Sharing Plan | Dot Holdings | $673,795,598 | 7,916 | $113,218 |
| UGI Utilities, Inc. Savings Plan | UGI Utilities | $617,609,302 | 3,474 | $26,000 |
| Blank Rome Profit-sharing Plan | Blank Rome | $540,545,945 | 1,052 | $7,500 |
| Northwestern Energy 401(k) Retirement Savings Plan | Northwestern | $512,769,387 | 2,033 | $39,750 |
| Amerigas Propane, Inc. Savings Plan | UGI | $481,864,432 | 7,461 | $15,000 |
| Trinity Industries, Inc. 401(k) Plan AS Restated Effective August 1, 2020 | Trinity Industries | $385,917,824 | 4,167 | $139,757 |
| AMC Networks 401(k) Savings Plan | Rainbow Media Holdings | $320,446,470 | 1,791 | $61,363 |
| Endeavor Air Pilot Savings Plan | Endeavor Air | $282,599,211 | 2,088 | $20,500 |
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.