AUMdb

R.W. Mercer Co. 401(k) Profit Sharing Plan

Sponsored by R.W. Mercer Company · EIN 382120488 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
155
With balances
164

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
Ascensus Llc Other commissions, Participant loan processing, Other fees $21,050