Ronald Mandler signed Mercury Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mercury Systems, Inc.'s EIN is 04-2741391.
Download the official 2024 Form 5500 (PDF) for Mercury Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mercury Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$348K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $84K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $77.1M | 16.2% | |
| Common Collective Trusts * — Mercury Stock Fund | Common Collective Trusts | — | — | $27.7M | 5.8% | |
| MFS Investment Management Massachusetts Investors Growth R4 Fund | Mutual Funds | — | — | $22.5M | 4.7% | |
| JPMorgan SmartRetirement 2030 R5 Fund | Other securities | — | — | $20.2M | 4.3% | |
| ClearBridge Investments ClearBridge Large Cap Growth I Fund | Other securities | — | — | $19.4M | 4.1% | |
| JPMorgan SmartRetirement 2025 R5 Fund | Other securities | — | — | $19.3M | 4.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $19.2M | 4.0% | |
| JPMorgan SmartRetirement 2035 R5 Fund | Other securities | — | — | $18.0M | 3.8% | |
| JPMorgan SmartRetirement 2055 R5 Fund | Other securities | — | — | $16.1M | 3.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $14.8M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $14.3M | 3.0% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $11.3M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $10.9M | 2.3% | |
| JPMorgan SmartRetirement 2040 R5 Fund | Other securities | — | — | $10.7M | 2.3% | |
| JPMorgan SmartRetirement 2045 R5 Fund | Other securities | — | — | $10.2M | 2.1% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | Other securities | — | — | $10.0M | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $9.7M | 2.0% | |
| Fidelity Investments Puritan Fund | Mutual Funds | — | — | $9.1M | 1.9% | |
| JPMorgan SmartRetirement 2050 R5 Fund | Other securities | — | — | $9.0M | 1.9% | |
| Fidelity Investments Total Bond K6 Fund | Mutual Funds | — | — | $8.8M | 1.9% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $8.0M | 1.7% | |
| MFS Investment Management MFS Value R4 Fund | Mutual Funds | — | — | $8.0M | 1.7% | |
| JPMorgan Mid Cap Value R6 Fund | Other securities | — | — | $7.4M | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $7.2M | 1.5% | |
| JPMorgan SmartRetirement Income R5 Fund | Other securities | — | — | $6.6M | 1.4% | |
| Invesco Global Y Fund | Mutual Funds | — | — | $5.9M | 1.2% | |
| John Hancock Disciplined Value Mid Cap Institutional Fund | Other securities | — | — | $5.8M | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $5.5M | 1.2% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Advisor Fund | Other securities | — | — | $5.5M | 1.1% | |
| Notes receivable from participants 3.25% - 8.50%, maturity dates through June 2048 | Bonds / Notes | — | — | $5.3M | 1.1% | |
| Hartford Mutual Funds Hartford Equity Income R5 Fund | Other securities | — | — | $5.0M | 1.0% | |
| JPMorgan UM Behavioral Value R6 Fund | Other securities | — | — | $4.9M | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $4.7M | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $4.4M | 0.9% | |
| Lord Abbett Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $3.6M | 0.8% | |
| JPMorgan SmartRetirement 2020 R5 Fund | Other securities | — | — | $3.6M | 0.8% | |
| MFS Investment Management MFS International Intrinsic Value R4 Fund | Mutual Funds | — | — | $3.4M | 0.7% | |
| MFS Investment Management Mid Cap Growth R6 Fund | Mutual Funds | — | — | $3.3M | 0.7% | |
| Dodge & Cox Dodge & Cox International Stock I Fund | Mutual Funds | — | — | $3.2M | 0.7% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $2.8M | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $2.5M | 0.5% | |
| Invesco Developing Markets Y Fund | Mutual Funds | — | — | $2.3M | 0.5% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.3M | 0.5% | |
| PIMCO Real Return Institutional Fund | Mutual Funds | — | — | $1.5M | 0.3% | |
| Credit Suisse Commodity Return Institutional Shares | Other securities | — | — | $884K | 0.2% | |
| Fidelity Investments Government Income Fund | Mutual Funds | — | — | $882K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $630K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $582K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $541K | 0.1% | |
| Cash and Cash Equivalents * Fidelity Investments Government Money Market | Mutual Funds | — | — | $492K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC | 88-1100312 | — | OTHER SERVICES | $174K | — |
