Mercer Capital Management, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mercer Capital Management, INC.
  • Sponsor EIN: 621154641
  • Sponsor Address: 5100 POPLAR AVENUE, SUITE 2600, MEMPHIS, TN, 38137
  • Plan Type: DC
  • Total Participants: 44
  • Total Assets: $20.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202444$20.4M$830,000$0
202343$18.1M$750,000$0
202238$13.0M$410,000$0

Similar Plans