Plans listing this provider
92
0.16% of the 56,420 plans with Schedule H financials; 98 in 2023
Providers › Mercer
Plans listing this provider
92
0.16% of the 56,420 plans with Schedule H financials; 98 in 2023
Assets of those plans
$200,292,627,523
2.57% 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
$6,806,403
98% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 16 | Consulting (general) | 43 |
| 27 | Investment advisory (plan) | 41 |
| 50 | Direct payment from the plan | 23 |
| 28 | Investment management | 9 |
| 11 | Actuarial | 3 |
| 10 | Accounting (including auditing) | 2 |
| 17 | Consulting (pension) | 2 |
| 29 | Legal | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jpmorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank | $52,913,457,500 | 297,359 | $236,436 |
| Elevance Health 401(k) Plan | Elevance Health | $12,109,864,062 | 90,675 | $123,456 |
| United Airlines 401(k) Savings Plan | United Airlines | $10,285,169,777 | 77,056 | $204,191 |
| Mckinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | Mckinsey | $9,823,670,556 | 34,826 | $20,749 |
| TI Contribution and 401(k) Savings Plan | Texas Instruments | $8,120,007,225 | 21,269 | $25,000 |
| 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. | NIKE | $5,896,318,452 | 36,366 | $125,000 |
| Northwestern Memorial Employee 401(k) Pre-tax Savings Plan | Northwestern Memorial Healthcare | $5,434,622,423 | 52,344 | $70,000 |
| United Airlines Flight Attendant 401(k) Plan | United Airlines | $5,324,955,280 | 31,946 | $70,809 |
| Sysco Corporation Employees' 401(k) Plan | Sysco | $5,250,532,656 | 55,942 | $25,000 |
| International Paper Company Salaried Savings Plan | International Paper | $4,993,858,777 | 19,924 | $16,134 |
| The Savings and Investment Plan | WPP Group USA | $4,710,616,432 | 40,113 | $163,300 |
| Halliburton Retirement and Savings Plan | Halliburton | $4,536,583,000 | 24,396 | $293,053 |
| Omnicom Group Retirement Savings Plan | Omnicom Group | $4,470,560,518 | 35,369 | $175,750 |
| Baker Hughes Company 401(k) Plan | Baker Hughes Holdings | $4,014,142,585 | 21,910 | $233,919 |
| Kraft Heinz Savings Plan | Kraft Heinz Foods | $3,645,381,031 | 23,766 | $95,379 |
| Eastman Investment & Employee Stock Ownership Plan | Eastman Chemical | $3,544,385,127 | 14,882 | $37,500 |
| Best Buy Retirement Savings Plan | Best Buy | $3,127,250,470 | 55,134 | $103,050 |
| LLNS 401(k) Retirement Plan | Lawrence Livermore National Security | $2,498,475,873 | 10,798 | $75,097 |
| Triad 401(k) Retirement Plan | Triad National Security | $2,492,057,254 | 16,009 | $104,236 |
| Credit Union Retirement Plan Association 401(k) Plan | Credit Union Retirement Plan Association | $2,111,022,988 | 25,289 | $49,124 |
| The Williams Investment Plus Plan | Williams Companies | $1,978,642,425 | 7,360 | $12,300 |
| Open Text, Inc. 401(k) Plan | Open Text | $1,907,194,714 | 9,840 | $27,336 |
| XPO Logistics Retirement Savings Plan | Con-way | $1,888,295,912 | 8,056 | $62,245 |
| Altice USA 401(k) Savings Plan | CSC Holdings | $1,861,050,250 | 14,268 | $78,683 |
| Robinson Companies Retirement Plan | C.H. Robinson | $1,797,315,191 | 14,526 | $58,527 |
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.