Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Mercer (US) Inc
Mercer (US) Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $772,162
Assets of those plans
$7,230,063,896
0.09% 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
$772,162
92% 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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 99 | Other fees | 3 |
| 10 | Accounting (including auditing) | 1 |
| 50 | Direct payment from the plan | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| City National Bank Profit Sharing Plan | City National Bank | $1,701,725,220 | 8,541 | $78,030 |
| Marmon Employees' Retirement Plan | Marmon Holdings | $1,694,547,897 | 19,735 | $50,229 |
| LPL Financial LLC Profit Sharing 401(k) Plan | LPL Financial | $939,646,246 | 10,593 | $0 |
| Regal Rexnord Retirement Savings Plan | Regal Rexnord | $656,428,078 | 6,625 | $59,535 |
| Graco Employee Investment Plan | Graco | $619,114,813 | 3,407 | $66,800 |
| Lee Enterprises, Inc. Employees Retirement Account Plan | Lee Enterprises | $441,557,799 | 5,714 | $25,680 |
| Accentcare 401(k) Retirement Savings Plan | Accentcare | $355,153,133 | 38,174 | $175,000 |
| Regal Rexnord 401(k) Plan | Regal Rexnord | $304,865,352 | 3,868 | $21,465 |
| Blue Cross & Blue Shield of Rhode Island Employee Savings Plan | Blue Cross & Blue Shield of Rhode Island | $270,100,146 | 1,510 | $115,931 |
| Culligan Retirement Savings Plan | Culligan International | $98,641,282 | 1,688 | $89,574 |
| Arvin Sango, Inc. & Subsidiaries Savings Plan | Arvin Sango | $88,652,740 | 1,383 | $20,000 |
| Culligan Safe Harbor Retirement Savings Plan | Culligan International | $33,983,961 | 1,036 | $23,714 |
| Iata U.S. Group Retirement Plan | Iata Regional Office for the Americas | $25,647,229 | 126 | $46,204 |
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.