Plans listing this provider
186
0.33% of the 56,420 plans with Schedule H financials; 175 in 2023
Providers › Mercer Investments LLC
Mercer Investments LLC
- Service provider, as named on Schedule C
- EIN 300282430
- Plan year 2024
- Direct compensation reported $18,265,496
Assets of those plans
$192,244,955,848
2.47% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$18,265,496
97% 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) | 83 |
| 27 | Investment advisory (plan) | 70 |
| 53 | Insurance brokerage commissions and fees | 52 |
| 23 | Insurance services | 50 |
| 50 | Direct payment from the plan | 43 |
| 28 | Investment management | 17 |
| 99 | Other fees | 10 |
| 51 | Investment management fees paid directly by plan | 9 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Oracle Corporation 401(k) Savings and Investment Plan | Oracle | $31,026,465,040 | 99,815 | $230,765 |
| Verizon Savings Plan for Management Employees | Verizon Communications | $29,376,133,902 | 118,299 | $9,840 |
| Leidos, Inc. Retirement Plan | Leidos | $11,790,942,581 | 53,187 | $8,300 |
| Truist Financial Corporation 401(k) Savings Plan | Truist Financial | $9,231,001,739 | 54,653 | $90,000 |
| Astrazeneca Savings and Security Plan | AstraZeneca | $8,644,002,344 | 26,701 | $93,695 |
| Retirement Savings Plan | Corteva Agriscience | $7,020,466,008 | 24,441 | $35,000 |
| Sony USA 401(k) Plan | Sony Corporation of America | $6,211,515,905 | 25,568 | $158,677 |
| Takeda Pharmaceutical U.S.A., Inc. Savings and Retirement Plan | Takeda Pharmaceutical U.S.A. | $6,180,974,676 | 38,538 | $114,975 |
| Nissan Employee 401(k) Plan | Nissan North America | $4,375,715,539 | 21,352 | $37,000 |
| Corning Incorporated Investment Plan | Corning | $4,063,233,837 | 15,850 | $43,200 |
| News Corp 401(k) Savings Plan | NC Transaction | $3,658,983,044 | 13,837 | $30,000 |
| Eastman Investment & Employee Stock Ownership Plan | Eastman Chemical | $3,544,385,127 | 14,882 | $112,688 |
| Allina 401(k) Retirement Savings Plan | Allina Health System | $3,532,098,030 | 35,256 | $20,757 |
| Aon Pooled Employer Plan | Aon Consulting | $3,138,698,069 | 51,344 | $7,434 |
| Envision Healthcare Operating Inc. 401(k) Plan | Envision Healthcare Operating | $3,125,617,912 | 19,133 | $128,079 |
| Wolters Kluwer 401(k) Plan | Wolters Kluwer United States | $2,383,496,681 | 12,602 | $319,041 |
| The Huntington 401(k) Plan | Huntington Bancshares | $2,373,566,978 | 24,860 | $135,663 |
| CDW Coworkers' Profit Sharing Plan | CDW | $2,283,475,377 | 13,206 | $138,537 |
| Supplemental Income 401(k) Plan | Board of Trustees of Supplemental Income Trust Fund | $1,866,171,955 | 40,848 | $60,000 |
| Expedia Retirement Savings Plan | Expedia | $1,759,947,922 | 12,893 | $46,706 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $91,190 |
| Blue Shield of California Tax Deferred Salary Investment Plan | California Physicians Service DBA Blue Shield of CA | $1,682,941,708 | 10,447 | $21,250 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $137,602 |
| Aerospace Corporation 401(k) Plan | Aerospace | $1,469,817,721 | 5,867 | $96,055 |
| Electronic Arts Inc. 401(k) Plan | Electronic Arts | $1,313,670,637 | 8,154 | $36,000 |
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.