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Original filing (PDF)20250725052228NAL0006216737001
MERCARI, INC.
Form 5500
FILING_RECEIVED
MERCARI, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
99
Accounts w/ balance
283
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCARI, INC..
Plan sponsor
Name
MERCARI, INC.
EIN
46-4549955
Address
3101 PARK BLVD. · PALO ALTO, CA · 94306
Phone
(347) 753-7889
Industry
Professional & Technical Servicessee 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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Investments
42 direct securities· $22.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.6M | 16.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.2M | 14.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.2M | 9.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.1M | 9.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.5M | 6.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 6.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 6.3% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.3M | 5.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 4.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $535K | 2.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $494K | 2.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $262K | 1.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $249K | 1.1% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $226K | 1.0% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $219K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $204K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $163K | 0.7% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $163K | 0.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $156K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $155K | 0.7% | |
| VANG CONS DISCR IDX ADM | Registered Investment Companies | — | — | $147K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $128K | 0.6% | |
| VANGUARD CONS STAPLES IDX ADM | Registered Investment Companies | — | — | $121K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $116K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $114K | 0.5% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $100K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $96K | 0.4% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $87K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $86K | 0.4% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $86K | 0.4% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $85K | 0.4% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $73K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $69K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $65K | 0.3% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $59K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $50K | 0.2% | |
| VANGUARD COMM SVC IDX ADM | Registered Investment Companies | — | — | $41K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $33K | 0.1% | |
| VANGUARD INDUSTRIALS INDX ADM | Registered Investment Companies | — | — | $17K | <0.1% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $16K | <0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $6K | <0.1% |
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