# Mercer Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mercer-investments-llc-401k-plan

> Mercer Investments, LLC's 401(k) plan: 10,017 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mercer Investments, LLC

- **Sponsor EIN:** 300282430

- **Sponsor Address:** 99 HIGH STREET, BOSTON, MA, 02110

- **Plan Type:** 401(k)

- **Total Participants:** 10,017

- **Total Assets:** $319.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10,017|$319.9M|$14.3M|$42.6M|

| 2023|6,009|$198.1M|$10.8M|$31.5M|

| 2022|5,131|$83.6M|$4.5M|$13.3M|

## 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|

| MERCER INVESTMENTS, LLC|INVESTMENT ADVISOR|$1,155,483|—|$1,155,483|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$522,390|—|$522,390|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$63,734|—|$63,734|

| REGIONS BANK|RIA, IA & BA|$21,396|—|$21,396|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,763,003

- **Estimated Expense Ratio:** 0.551% 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|$1,715,144|$1,191,308|—|—|—|

| 2023|$1,063,207|$680,500|$382,707|—|—|

| 2022|$228,489|$146,311|$82,178|—|—|

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