Plan Snapshot
- Plan Sponsor: Mercury General Corporation
- Sponsor EIN: 952211612
- Sponsor Address: 4484 WILSHIRE BLVD., LOS ANGELES, CA, 90010
- Plan Type: 401(k)
- Total Participants: 4,207
- Total Assets: $940.9M
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 | 4,207 | $940.9M | $12.0M | $35.3M |
| 2023 | 4,131 | $814.9M | $11.4M | $33.6M |
| 2022 | 4,178 | $677.9M | $11.3M | $32.4M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN VAN TRIGT LLP | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.002% 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 | $556,332 | $421,014 | $1,200 | $18,000 | — |
| 2023 | $569,864 | $376,622 | $2,100 | $19,848 | — |
| 2022 | $582,575 | $376,830 | — | — | — |