· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MERCER THOMPSON LLC — MERCER THOMPSON LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717121354NAL0000373168001
MERCER THOMPSON LLC
Form 5500-SF
FILING_RECEIVED
MERCER THOMPSON LLC 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERCER THOMPSON LLC
.
Find decision makers
Plan sponsor
Name
MERCER THOMPSON LLC
EIN
27-0253380
Address
191 PEACHTREE STREET N.E. · SUITE 4410 · ATLANTA, GA · 30303
Phone
(404) 577-4249
Industry
Law Offices
· Professional & Technical Services
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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SALIWANCHIK, LLOYD & EISENSCHENK, A PROFESSIONAL ASSOCIATION
SLE 401(K) RETIREMENT PLAN
$10.3M · 36 participants
BELL MOORE AND RICHTER S.C.
BELL, MOORE AND RICHTER, S.C.. PROFIT SHARING & 401(K) PLAN
$10.3M · 24 participants
RUGGERI PARKS WEINBERG, LLP
RUGGERI PARKS WEINBERG 401(K) RETIREMENT PLAN
$10.3M · 22 participants
PARKER & COVERT LLP
PARKER & COVERT LLP 401(K) PROFIT SHARING PLAN
$10.3M · 11 participants
MOORE, O'BRIEN & FOTI
MOORE, O'BRIEN & FOTI SECTION 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$10.3M · 31 participants
LAWTER & LAWTER ATTORNEYS AT LAW
LAWTER & LAWTER, LLP PROFIT SHARING PLAN & TRUST
$10.3M · 4 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
