What public Form 5500 filings show about the Mercy Health Services, Inc. 401(k) plan — and how to find and check your own account.
Mercy Health Services, Inc. (EIN 62-1781969) reports MERCY HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN TRUST on its most recent Form 5500, with $2.5M in plan assets across 125 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Mercy Health Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Mercy Health Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EFINANCIAL ALLIANCE, ERISA SERVICES, RPA FINANCIAL, MUTUAL OF AMERICA INVESTMENT, TRANSAMERICA TRUST.