· 2022–2024 · DOL EFAST2

ADAM Mercer Agency — ADAM Mercer Agency 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250729084448NAL0006848290001

ADAM Mercer Agency

Form 5500-SF

FILING_RECEIVED

ADAM Mercer Agency 401(k) Plan

401(k) retirement plan · ADAM Mercer Agency's ADAM Mercer Agency 401(k) Plan held $853 in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$853

Net assets (EOY)

$853

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

27

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ADAM MERCER AGENCY

EIN

83-3754427all filings

Address

401 E NORTHTOWN RD · KIRKSVILLE, MO · 63501

Phone

(660) 665-0505

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

SAVEDAY, INC

EIN

47-4977095

City

AUSTIN, TX

Phone

(650) 684-7283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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