Original filing (PDF)20250728154952NAL0000903987001

MERCE CUNNINGHAM TRUST

Name: MERCE CUNNINGHAM TRUST — MERCE CUNNINGHAM TRUST EMPLOYEE PLAN, Form 5500 (2024)
Creator: MERCE CUNNINGHAM TRUST

Form 5500-SF

FILING_RECEIVED

MERCE CUNNINGHAM TRUST EMPLOYEE PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERCE CUNNINGHAM TRUST.

Plan sponsor

Name

MERCE CUNNINGHAM TRUST

EIN

01-6186903all filings

Address

130 WEST 56TH ST SUITE 707 · NEW YORK, NY · 10019

Phone

(212) 255-8240

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

SUDAN RELIEF FUND

SUDAN RELIEF FUND 403(B) PLAN

$538K · 3 participants

JUNIOR LEAGUE OF THE CITY OF NEW YO

JUNIOR LEAGUE OF THE CITY OF NEW YORK TAX DEFERRED ANNUITY PLAN

$538K · 6 participants

ASSOCIATED SUBCONTRACTORS OF M

ASSOCIATED SUBCONTRACTORS OF M 401(K) PROFIT SHARING PLAN & TRUST

$538K · 2 participants

VARIETY - THE CHILDREN'S CHARITY OF IOWA

VARIETY IOWA 401(K) RETIREMENT PLAN

$539K · 8 participants

BOYS AND GIRLS CLUBS OF BEND

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.