Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Mercer Investments LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 79 retirement plans with 100 or more participants reported paying Mercer Investments LLC $5,000 or more. Those plans cover 2,895,825 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $5.5M. Per plan, the median was $12.32 per participant, with the middle half of plans between $4.31 and $30.88. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (13), New York (8) and Pennsylvania (7).
In 2009 it appeared on 21 such filings; in 2024, 84. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $4.31 | $12.32 | $30.88 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | 1,970,230 | $50.7B | $54K |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc. | WI | 103,145 | $10.5B | $190K |
| T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust | T-Mobile USA, Inc. | WA | 95,644 | $9.05B | $217K |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings, LLC | NY | 80,789 | $22.0B | $246K |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $40K |
| Edward D. Jones & Co. Profit Sharing and 401(k) Plan | Edward D. Jones & Co., L.P. | MO | 58,392 | $12.4B | $6,986 |
| Laborers Pension Trust Fund for Northern California | Board of Trustees Laborers Pension Trust Fund for Northern California | CA | 44,826 | $5.45B | $68K |
| Amentum 401(k) Retirement Plan | Amentum Services, Inc. | VA | 44,630 | $2.49B | $76K |
| Aecom Retirement & Savings Plan | Aecom | TX | 32,344 | $6.78B | $50K |
| California Iron Workers Field Defined Contribution Pension Trust Fund | Board of Trustees, California Iron Workers Field Defined Contribution | CA | 27,522 | $1.29B | $53K |
| Morgan Stanley Employees Retirement Plan | Morgan Stanley Domestic Holdings, LLC | NY | 23,726 | $2.03B | $288K |
| Promedica Health System, Inc. 401(k) Plan | Promedica Health System, Inc. | OH | 22,470 | $1.35B | $25K |
| The Hartford Retirement Plan for U.S. Employees | The Hartford Financial Services Group, Inc. | CT | 20,823 | $3.39B | $296K |
| William Beaumont Hospital Employees' Retirement Plan | William Beaumont Hospital | MI | 16,076 | $1.41B | $306K |
| West Virginia Laborers Profit Sharing Plan | West Virginia Laborers | WV | 14,955 | $155M | $25K |
| Alcon 401(k) Savings Plan | Alcon Vision, LLC | TX | 12,919 | $2.94B | $151K |
| Alcon Retirement Plan | Alcon Vision, LLC | TX | 12,774 | $1.08B | $64K |
| Transdev North America, Inc. 401(k) Plan for Collectively Bargained Employees | Transdev North America, Inc. | IL | 12,460 | $160M | $33K |
| Netflix 401(k) Plan | Netflix, Inc. | CA | 12,137 | $2.35B | $56K |
| Amerihealth Caritas 401(k) Plan | Amerihealth Caritas Services, LLC | PA | 11,296 | $948M | $115K |
| NNPP Contractor Savings Plan | Fluor Marine Propulsion, LLC | PA | 10,824 | $2.49B | $335K |
| Avangrid 401(k) Plan | Avangrid Management Company, LLC | CT | 10,256 | $2.56B | $153K |
| Open Text, Inc. 401(k) Plan | Open Text, Inc. | CA | 10,136 | $1.91B | $55K |
| Accor 401(k) Plan | Accor Management US, Inc. | — | 9,502 | $373M | $56K |
| Childrens Hospitals and Clinics Matched Savings Plan | Childrens Health Care | MN | 8,929 | $938M | $75K |
| Experian Personal Investment Plan | Experian, Inc. | CA | 8,781 | $1.69B | $34K |
| Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust Fund | Southern NV & Ca Glaziers Fabricators Painters & Floorcoverers Pensio | NV | 8,658 | $109M | $14K |
| Dot Holdings Co. 401(k) and Profit Sharing Plan | Dot Holdings Co. | MO | 7,978 | $674M | $113K |
| Amerigas Propane, Inc. Savings Plan | Amerigas Propane, Inc. | PA | 7,901 | $482M | $15K |
| Teamsters Tforce Freight 401(k) Plan | Tforce Freight, Inc. | VA | 7,534 | $164M | $53K |
| Keysight Technologies, Inc. 401(k) Plan | Keysight Technologies, Inc. | CA | 7,501 | $2.62B | $94K |
| West Virginia Laborers Pension Trust Fund | West Virginia Laborers Pension Trust Fund | WV | 7,245 | $567M | $246K |
| Tforce Holdings USA, Inc. 401(k) Plan | Tforce Holdings USA, Inc. | TX | 7,105 | $276M | $91K |
| McCormick 401(k) Retirement Plan | McCormick & Company, Inc. | MD | 6,038 | $968M | $179K |
| Lee Enterprises, Inc. Employees Retirement Account Plan | Lee Enterprises, Inc. | IA | 5,939 | $442M | $12K |
| Resolute FP US Pension Plan | Resolute FP US Inc. | — | 5,106 | $640M | $125K |
| Oakwood Healthcare, Inc. Cash Balance Plan | Oakwood Healthcare, Inc. | MI | 4,758 | $282M | $70K |
| Orange County Ibew-Neca Electrical Workers Defined Contribution Pension Plan | Board of Trustees, Orange County Ibew-Neca Electrical | CA | 4,741 | $335M | $6,731 |
| Endeavor Air Savings Plan | Endeavor Air, Inc. | GA | 4,514 | $221M | $21K |
| Money Purchase Pension Plan of Wake Forest University Health Sciences | Wake Forest University Health Sciences | NC | 4,500 | $522M | $8,452 |
Questions and answers
How many plans does Mercer Investments LLC serve?
79 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Mercer Investments LLC?
The median plan reported $12.32 per participant in direct and indirect compensation (78 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (34 plans), Consulting (general) (29 plans), Insurance services (4 plans) and Insurance agents and brokers (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.