JON Gezotis signed Mercer Investments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mercer Investments, LLC's EIN is 30-0282430.
Download the official 2024 Form 5500 (PDF) for Mercer Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mercer Investments, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $522K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $64K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S&P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $42.5M | 13.3% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $37.0M | 11.6% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $35.6M | 11.1% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $32.3M | 10.1% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $30.5M | 9.5% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $27.2M | 8.5% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $25.1M | 7.9% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $18.1M | 5.7% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $17.6M | 5.5% | |
| US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $8.2M | 2.6% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $6.2M | 1.9% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $5.9M | 1.8% | |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $5.5M | 1.7% | |
| INVESCO STABLE VALUE TRUST C1 B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.7% | |
| Participants Participant Loans Rates from 4.10% to 9.50% | Bonds / Notes | — | — | $4.4M | 1.4% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $4.1M | 1.3% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.7M | 1.2% | |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $3.2M | 1.0% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.7% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| STATE ST TARGET RET INCOME SL C1 IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $913K | 0.3% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $861K | 0.3% | |
| BlackRock Multi-Asset Income Portfolio K | Other securities | — | — | $810K | 0.3% | |
| John Hanock Life Insurance Company Stable Value Fund | Stable Value | — | — | $385K | 0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO F FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $275K | <0.1% | |
| State Street Cash Series Treasury Cl M | Cash / Money Market | — | — | $2K | <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 |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $1.2M | — |
| REGIONS BANK | 63-0371391 | — | RIA, IA & BA | $21K | — |
