Mercer University Defined Contribution Retirement Plan
Sponsored by Mercer University · EIN 580566167 · Plan #001
- Total assets
- $559M
- Net assets
- $559M
- Active participants
- 1,938
- With balances
- 3,800
Plan year beginning 01/01/2024 · Total participant-directed account
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 |
|---|---|---|
| Tiaa Teachers Ins & Annuity Assoc | $191,956 | |
| Sageview Advisory Group Llc | $67,500 | |
| Corporation Of Mercer University | $61,310 | |
| Equitable Financial Life Ins Co | Participant loan processing, Product termination fees, Investment management | $0 |
| Guidestone Financial Resources | Investment management, Shareholder servicing fees, Recordkeeping | $0 |