Plan Snapshot
- Plan Sponsor: Mercer Advisors, INC.
- Sponsor EIN: 262459836
- Sponsor Address: 1200 17TH STREET, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 1,182
- Total Assets: $145.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,182 | $145.3M | $4.4M | $13.8M |
| 2023 | 1,010 | $115.3M | $3.4M | $11.2M |
| 2022 | 839 | $87.5M | $3.3M | $9.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $23,300 | — | $23,300 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,300
- Estimated Expense Ratio: 0.016% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $23,300 | — | $360 | — | — |
| 2023 | $27,061 | — | $5,142 | — | — |
| 2022 | $38,675 | — | $34,019 | — | $4,656 |