Mercer (Us) Inc Mercer Investments — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mercer (Us) Inc Mercer Investments is reported as a service provider on 42 loaded Form 5500 filing(s) across 40 plan sponsor(s) and 42 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,901,867 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$3.9MDirect + indirect, across loaded filings$3,901,867
Plans served42
Plan sponsors40
Filings42
Direct vs. indirect compensation
Direct compensation$3.9M
Indirect compensationNot reported

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation9%Cdk Global Ii LLC
Top state share of plans17%TX
Plan sponsors served40
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Mercer (Us) Inc Mercer Investments. Bars show relative scale.

  1. 1
    TX · 1 plan(s)
  2. 2
    PA · 1 plan(s)
  3. 3
    SC · 1 plan(s)
  4. 4
    CA · 1 plan(s)
  5. 5
    TN · 1 plan(s)
  6. 6
  7. 7
    IL · 3 plan(s)
  8. 8
    NE · 1 plan(s)
  9. 9
  10. 10
    VA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Mercer (Us) Inc Mercer Investments are sponsored, by plan count.

  1. 1
    TX6 plan(s)
  2. 2
    CA6 plan(s)
  3. 3
    IL5 plan(s)
  4. 4
    VA3 plan(s)
  5. 5
    GA3 plan(s)
  6. 6
    NY3 plan(s)
  7. 7
    WA2 plan(s)
  8. 8
    MN2 plan(s)
  9. 9
    FL2 plan(s)
  10. 10
    TN1 plan(s)
  11. 11
    NC1 plan(s)
  12. 12
    AZ1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cdk Global Ii LLCCdk Global 401(K)Plan2023$353,016not reported in the loaded dataset
Icon Clinical Research, LLCIcon Clinical Research, LLC 401(K) Plan2023$313,645not reported in the loaded dataset
Lpl Financial LLCLpl Financial LLC Profit Sharing 401(K) Plan2023$307,144not reported in the loaded dataset
Kia America, Inc.Kia America 401(K) Plan2023$228,769not reported in the loaded dataset
Ars Acquisitions Holdings, LLCArs Employee 401(K) Plan2023$209,666not reported in the loaded dataset
Mann+Hummel Filtraction Technology Us LLCMann+Hummel 401(K) Plan2023$185,433not reported in the loaded dataset
Green Plains Inc.Green Plains Inc. 401(K) Plan2023$155,940not reported in the loaded dataset
Treehouse Foods, Inc.Treehouse Foods, Inc. 401(K) Plan2023$139,693not reported in the loaded dataset
Solstice Consulting, LLC Dba Kin And CartaKin And Carta 401(K) Plan2023$137,250not reported in the loaded dataset
Dollar Tree, Inc.Dollar Tree Retirement Savings Plan2023$129,375not reported in the loaded dataset
Amplifon (Usa), Inc.Amplifon (Usa), Inc. Incentive Savings Plan2023$124,578not reported in the loaded dataset
Versant PowerVersant Power 401(K) Plan2023$118,951not reported in the loaded dataset
Healthcare Employee Services, LLC / Physical Rehabilitation NetworkPrnpt 401(K) Plan2023$112,399not reported in the loaded dataset
Agilon Health Management Inc.Agilon Health Inc. 401(K) Profit Sharing Plan2023$105,848not reported in the loaded dataset
Compugroup Medical, Inc.Compugroup Medical Systems 401(K) Plan2023$98,957not reported in the loaded dataset
Nortera Foods Usa Inc.Nortera Foods Usa Inc. 401(K) Savings Plan2023$93,296not reported in the loaded dataset
Kinaxis Corp.Kinaxis Corp. 401(K) Plan2023$89,182not reported in the loaded dataset
Riskonnect, Inc.Riskonnect, Inc. 401(K) Profit Sharing Plan2023$87,343not reported in the loaded dataset
Arcserve (Usa), LLCArcserve 401(K) Plan2023$80,151not reported in the loaded dataset
Firstservice Residential, Inc.Firstservice Residential 401(K) Plan2023$67,500not reported in the loaded dataset
Ibi GroupIbi Group 401(K) Plan2023$65,000not reported in the loaded dataset
Stride, Inc.Stride, Inc. 401(K) Plan2023$64,946not reported in the loaded dataset
Ibase Operations Corp.Qualitest Group 401(K) Plan2023$61,476not reported in the loaded dataset
Charles Ross & Son CompanyCharles Ross & Son Company 401(K) Plan2023$55,482not reported in the loaded dataset
J. F. Shea Company, Inc.J. F. Shea Company, Inc. Retirement Savings Plan2023$51,600not reported in the loaded dataset
Mirion Technologies, Inc.Mirion Technologies 401(K) Plan2023$49,308not reported in the loaded dataset
Likewize Corp.Likewize Corp. 401(K) Plan2023$49,296not reported in the loaded dataset
L'Occitane, Inc.L'Occitane, Inc. 401(K) Profit Sharing Plan2023$48,693not reported in the loaded dataset
Abc Fitness Solutions, LLCAbc Fitness Solutions, LLC 401(K) Retirement Savings Plan2023$40,935not reported in the loaded dataset
Mei Rigging & Crating, LLCMei Rigging And Crating LLC 401(K) Profit Sharing Plan And Trust2023$40,517not reported in the loaded dataset
Q.E.P. Co., Inc.The Q.E.P. Co., Inc. 401(K) Plan2023$38,252not reported in the loaded dataset
American Eagle Financial Credit Union IncorporatedAmerican Eagle Financial Credit Union Incorporated Employee Savings Plan2023$35,292not reported in the loaded dataset
Select Milk Producers, Inc.Select Milk Producers, Inc. 401(K) Plan2023$34,007not reported in the loaded dataset
Great Western Malting Co.Great Western Malting Co. Savings Plan And Trust2023$29,198not reported in the loaded dataset
Hooters Of America - CorporateHooters Of America, LLC 401(K) Plan2023$21,690not reported in the loaded dataset
Eec Acquisitions, LLC Dba Smart Care Equipment SolutionsSmart Care Equipment Solutions 401(K) Plan2023$19,000not reported in the loaded dataset
Conservation InternationalConservation International 403(B) Savings Plan2023$16,250not reported in the loaded dataset
Car Wash Partners, Inc. Dba Mister Car WashMister Car Wash 401(K) Retirement Plan2023$13,870not reported in the loaded dataset
Treehouse Foods, Inc.Treehouse Private Brands, Inc. Retirement Income Savings Plan For Union Employees2023$10,856not reported in the loaded dataset
Treehouse Foods, Inc.Treehouse Foods, Inc. Union 401k Plan2023$8,937not reported in the loaded dataset
Bluestar Resort & Golf LLCBluestar Resort & Golf 401(K) Retirement Plan2023$5,735not reported in the loaded dataset
New Health Programs AssociationNew Health 401(K) Plan2023$3,391not reported in the loaded dataset

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