Original filing (PDF)20241015101342NAL0028029201001

AUGLAIZE MERCER, INC.

Name: AUGLAIZE MERCER, INC. — AUGLAIZE MERCER RETIREMENT PLAN, Form 5500 (2023)
Creator: AUGLAIZE MERCER, INC.

Form 5500-SF

FILING_RECEIVED

AUGLAIZE MERCER RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGLAIZE MERCER, INC..

Plan sponsor

Name

AUGLAIZE MERCER, INC.

EIN

47-4744314

Address

3920 SOUTHLAND RD · NEW BREMEN, OH · 45869

Phone

(419) 629-3663

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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