Plans listing this provider
33
0.06% of the 56,420 plans with Schedule H financials; 41 in 2023
Providers › Mercer (US) Inc Mercer Investments
Mercer (US) Inc Mercer Investments
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $3,151,291
Assets of those plans
$6,523,514,467
0.08% 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
$3,151,291
100% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 18 |
| 16 | Consulting (general) | 11 |
| 23 | Insurance services | 11 |
| 53 | Insurance brokerage commissions and fees | 11 |
| 99 | Other fees | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Dollar Tree Retirement Savings Plan | Dollar Tree | $979,131,703 | 28,999 | $85,725 |
| LPL Financial LLC Profit Sharing 401(k) Plan | LPL Financial | $939,646,246 | 10,593 | $405,504 |
| CDK Global 401(k) Plan | CDK Global | $735,512,359 | 4,901 | $180,778 |
| ITT Retirement Savings Plan | ITT | $601,088,728 | 3,728 | $12,500 |
| Sika Corporation 401(k) Savings Plan | Sika | $535,794,605 | 3,291 | $65,000 |
| J. F. Shea Company, Inc. Retirement Savings Plan | Shea J F | $482,671,954 | 2,612 | $51,600 |
| Firstservice Residential 401(k) Plan | Firstservice Residential | $328,163,066 | 7,742 | $112,500 |
| Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan | Atlantic Union Bankshares | $300,679,061 | 3,337 | $77,864 |
| Stride, Inc. 401(k) Plan | Stride | $257,714,761 | 9,874 | $64,984 |
| Mirion Technologies 401(k) Plan | Mirion Technologies (US) | $201,299,114 | 1,867 | $50,331 |
| ARS Employee 401(k) Plan | ARS Acquisitions Holdings | $177,628,794 | 5,746 | $245,964 |
| PBFS Retirement Plan | Pye-barker Fire & Safety | $176,872,408 | 3,935 | $156,982 |
| Hill International, Inc. 401(k) Retirement Savings | Hill International | $120,247,970 | 1,110 | $109,375 |
| American Eagle Financial Credit Union Incorporated Employee Savings Plan | American Eagle Financial Credit Union | $66,791,030 | 479 | $45,019 |
| Antylia Scientific 401(k) Retirement Plan | Antylia Scientific | $65,921,270 | 853 | $184,949 |
| Riskonnect, Inc. 401(k) Profit Sharing Plan | Riskonnect | $64,947,915 | 667 | $140,909 |
| Likewize Corp. 401(k) Plan | Brightstar | $56,509,754 | 603 | $63,817 |
| Zara USA & Related Companies 401(k) Plan | Zara USA | $52,751,333 | 3,910 | $75,928 |
| ABC Fitness Solutions, LLC 401(k) Retirement Savings Plan | ABC Fitness Solutions | $44,600,542 | 868 | $138,875 |
| Mei Rigging and Crating LLC 401(k) Profit Sharing Plan and Trust | Mei Rigging & Crating | $37,861,851 | 1,317 | $121,595 |
| Select Milk Producers, Inc. 401(k) Plan | Select Milk Producers | $36,316,293 | 1,135 | $113,269 |
| Kinaxis Corp. 401(k) Plan | Kinaxis | $32,303,503 | 304 | $116,678 |
| Great Western Malting Co. Savings Plan and Trust | Great Western Malting | $31,163,744 | 395 | $101,566 |
| Mister Car Wash 401(k) Retirement Plan | Car Wash Partners Inc. DBA Mister Car Wash | $29,344,728 | 1,817 | $74,667 |
| Iata U.S. Group Retirement Plan | Iata Regional Office for the Americas | $25,647,229 | 126 | $18,972 |
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.