401k Record

Providers › Mercer

Mercer

Plans listing this provider

23

0.04% of the 56,420 plans with Schedule H financials; 30 in 2023

Assets of those plans

$43,475,540,079

0.56% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,618,347

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
16Consulting (general)19
50Direct payment from the plan17
27Investment advisory (plan)2
49Other services2
10Accounting (including auditing)1
28Investment management1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Caterpillar 401(k) Savings PlanCaterpillar $18,812,004,78059,142$28,571
Intermountain Health 401(k) PlanIntermountain Health Care $6,832,891,00083,866$98,000
The Caci Smart PlanCACI International Inc 12021 Sunset Hills Road Reston VA 20190 $3,884,360,00025,842$201,513
Gapshare 401(k) PlanGAP $2,612,226,84545,828$91,123
Arcadis U.S., Inc. Retirement Savings PlanArcadis U.S. $2,259,964,43411,636$16,250
Garmin International, Inc. Retirement PlanGarmin $2,173,466,6049,335$83,430
Flowserve Corporation Retirement Savings PlanFlowserve $1,184,621,1696,301$112,030
Snap-on Incorporated 401k Savings PlanSnap-on $983,334,5399,259$25,000
Caterpillar Inc. Tax Deferred Retirement PlanCaterpillar $748,925,1759,794$5,051
Dayforce Savings and Investment PlanABR Information Services $633,457,6643,398$75,000
Canon Medical Systems USA, Inc. 401(k) Savings PlanCanon Medical Systems USA $507,678,4271,553$141,390
Orange Group 401(k) PlanOrange Business Services $473,829,8971,245$119,178
Valaris Savings PlanENSCO International $471,738,9402,509$85,963
Aimbridge Parent, Inc. 401(k) PlanAimbridge Parent $470,065,57511,619$97,500
Central Garden & Pet Company Investment GrowthCentral Garden & Pet $434,625,4145,977$35,948
Vestas America Holding, Inc. 401(k) PlanVestas America Holding $380,696,3916,632$54,469
Yageo Group Employees' Savings PlanKEMET Electronics $204,872,6961,126$80,000
Berkeley College Retirement PlanBerkeley College $108,142,534751$95,463
Fluidra North America Retirement PlanFluidra North America $105,346,5021,417$15,995
Blackhawk Industrial Distribution, Inc. 401(k) PlanBlackhawk Industrial Distribution $68,436,1101,209$57,901
Healthesystems 401(k) PlanHealth E Systems DBA Healthesystems $46,332,554409$70,848
Johnson Matthey Inc. Hourly 401(k) PlanJohnson Matthey $44,466,967417$16,640
CS Wind America 401(k) PlanCS Wind America $34,055,8621,022$11,084

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.