Mercer Wise Pooled Employer Plan
Sponsored by Mercer Investments, Llc · EIN 300282430 · Plan #001
- Total assets
- $320M
- Net assets
- $320M
- Active participants
- 10,017
- With balances
- 7,587
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $1,155,483 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $522,390 |
| Empower Advisory Group, Llc | Investment management | $63,734 |
| Regions Bank | Investment advisory (participants) | $21,396 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,446 |