AUMdb

Mercer Advisors Inc. 401(k) Plan

Sponsored by Mercer Advisors, Inc. · EIN 262459836 · Plan #001

Total assets
$145M
Net assets
$145M
Active participants
1,182
With balances
1,254

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Claims processing, Plan administrator, Recordkeeping $23,300