Mercury General Corporation Profit Sharing Plan
Sponsored by Mercury General Corporation · EIN 952211612 · Plan #001
- Total assets
- $941M
- Net assets
- $941M
- Active participants
- 4,207
- With balances
- 5,415
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $421,014 |
| Benefit Financial Services Group | Consulting (general) | $50,000 |
| Morgan Stanley | Consulting (general) | $49,500 |
| O'melveny & Myers Llp | Legal | $18,800 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $18,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$993 |