How big is Mercer Distribution Services LLC's plan?

Mercer Distribution Services LLC's plan reported $1.9M in assets and 41 participants for 2024.

Original filing (PDF)20250703154137NAL0001211472001

Mercer Distribution Services LLC

Name: Mercer Distribution Services LLC — Mercer Distributi, Form 5500 (2024)
Creator: Mercer Distribution Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mercer Distribution Services LLC 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Mercer Distribution Services LLC's Mercer Distribution Services LLC 401(k) Profit Sharing Plan & TRU held $1.9M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Angie Mitchell signed Mercer Distribution Services LLC's 2024 Form 5500 as plan administrator.

Angie Mitchell — 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 Distribution Services LLC's EIN is 55-0865501.

EIN 55-0865501

Plan number 001

Plan year 2024

ACK ID 20250703154137NAL0001211472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mercer Distribution Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mercer Distribution Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score