How big is Mercer Advisors, Inc.'s plan?

Mercer Advisors, Inc.'s plan reported $145.3M in assets and 1,182 participants for 2024.

Original filing (PDF)20251015133919NAL0002378387001

Mercer Advisors, Inc.

Name: Mercer Advisors, Inc. — Mercer Advisors Inc. 401(k), Form 5500 (2024)
Creator: Mercer Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mercer Advisors Inc. 401(k) Plan

401(k) retirement plan · Mercer Advisors, Inc.'s Mercer Advisors Inc. 401(k) Plan held $145.3M in plan assets for 1,182 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,182

Accounts w/ balance

1,254

Plan assets (EOY)

$145.3M

Net assets (EOY)

$145.3M

People on this filing

Corey Martin signed Mercer Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Corey Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mercer Advisors, Inc.'s EIN is 26-2459836.

EIN 26-2459836

Plan number 001

Plan year 2024

ACK ID 20251015133919NAL0002378387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mercer Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mercer Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERCER ADVISORS, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

MERCER ADVISORS, INC.

EIN

all filings

Address

1200 17TH STREET · SUITE 500 · DENVER, CO · 80202

Phone

(888) 565-1681

Industry

Finance & Insurance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$23K	—

Investments

37 direct securities· $144.5M(99% of reported assets)

Mutual Funds

$102.1M

30 holdings

Common Collective Trusts

$35.3M

1 holding

Other securities

$6.2M

5 holdings

Participant loans

$823K

1 holding

					% of plan
FIDELITY 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$35.3M	24.3%
DFA LARGE CAP VALUE III Mutual Fund	Mutual Funds	—	—	$16.1M	11.1%
DFA HIGH REL PROFITABILITY Mutual Fund	Mutual Funds	—	—	$14.8M	10.2%
FIDELITY INTERNATIONAL INDEX Mutual Fund	Mutual Funds	—	—	$13.1M	9.0%
FIDELITY U.S. BOND INDEX Mutual Fund	Mutual Funds	—	—	$10.9M	7.5%
DFA INTERNATIONAL VALUE III Mutual Fund	Mutual Funds	—	—	$7.1M	4.9%
DFA INTERNATIONAL HI REL PROFITABILITY Mutual Fund	Mutual Funds	—	—	$6.4M	4.4%
FIDELITY SMALL CAP INDEX Mutual Fund	Mutual Funds	—	—	$5.6M	3.9%
DFA U.S. SMALL CAP VALUE Mutual Fund	Mutual Funds	—	—	$4.2M	2.9%
AQR LARGE CAP MOMENTUM Mutual Fund	Other securities	—	—	$3.8M	2.6%
VANGUARD TOTAL INTERNATIONAL BOND INDEX Mutual Fund	Mutual Funds	—	—	$3.8M	2.6%
FIDELITY EMERGING MARKETS INDEX Mutual Fund	Mutual Funds	—	—	$3.2M	2.2%
DFA EMERGING MARKETS Mutual Fund	Mutual Funds	—	—	$3.0M	2.1%
DFA U.S. SMALL CAP GROWTH Mutual Fund	Mutual Funds	—	—	$2.8M	1.9%
SCHWAB GOVERNMENTAL MONEY FUND Mutual Fund	Mutual Funds	—	—	$2.6M	1.8%
VANGUARD SHORT TERM CORP Mutual Fund	Mutual Funds	—	—	$2.1M	1.5%
DIMENSIONAL 2045 TARGET FUND Mutual Fund	Mutual Funds	—	—	$1.3M	0.9%
DIMENSIONAL 2020 TARGET FUND Mutual Fund ** 390 DIMENSIONAL 2025 TARGET FUND Mutual Fund	Mutual Funds	—	—	$1.3M	0.9%
AQR LARGE CAP DEFENSIVE Mutual Fund	Other securities	—	—	$1.1M	0.8%
DFA EMERGING MARKETS CORE Mutual Fund	Mutual Funds	—	—	$1.0M	0.7%
PARTICIPANT LOANS and maturity dates through December 2039	Participant loans	—	—	$823K	0.6%
AQR SMALL CAP MOMENTUM Mutual Fund	Other securities	—	—	$714K	0.5%
AQR INTERNATIONAL MOMENTUM Mutual Fund	Other securities	—	—	$468K	0.3%
DIMENSIONAL 2055 TARGET FUND Mutual Fund	Mutual Funds	—	—	$433K	0.3%
DIMENSIONAL 2060 TARGET FUND Mutual Fund	Mutual Funds	—	—	$362K	0.2%
DFA U.S. SMALL CAP Mutual Fund	Mutual Funds	—	—	$321K	0.2%
DFA LARGE CAP INTERNATIONAL Mutual Fund	Mutual Funds	—	—	$271K	0.2%
DIMENSIONAL 2050 TARGET FUND Mutual Fund	Mutual Funds	—	—	$241K	0.2%
DFA INTERNATIONAL SMALL CAP VALUE Mutual Fund	Mutual Funds	—	—	$240K	0.2%
DFA EMERGING MARKETS SMALL CAP Mutual Fund	Mutual Funds	—	—	$205K	0.1%
DFA 5-YEAR GLOBAL FIXED INCOME Mutual Fund	Mutual Funds	—	—	$203K	0.1%
DIMENSIONAL 2040 TARGET FUND Mutual Fund	Mutual Funds	—	—	$202K	0.1%
DIMENSIONAL 2035 TARGET FUND Mutual Fund	Mutual Funds	—	—	$154K	0.1%
DFA TARGETED CREDIT Mutual Fund	Mutual Funds	—	—	$143K	<0.1%
DFA INTERNATIONAL SMALL COMPANY Mutual Fund	Mutual Funds	—	—	$135K	<0.1%
AQR INTERNATIONAL DEFENSIVE Mutual Fund	Other securities	—	—	$88K	<0.1%
DIMENSIONAL 2030 TARGET FUND Mutual Fund	Mutual Funds	—	—	$35K	<0.1%