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Original filing (PDF)20250918121421NAL0001733840001
MERCY CORPS
Form 5500
FILING_RECEIVED
MERCY CORPS 403(B) PLAN
403(b) retirement plan
Active participants
445
Accounts w/ balance
786
Plan assets (EOY)
$68.8M
Net assets (EOY)
$68.8M
How this plan invests
This plan
24 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCY CORPS.
Plan sponsor
Name
MERCY CORPS
EIN
91-1148123
Address
45 SW ANKENY STREET · PORTLAND, OR · 97204
Phone
(503) 896-5711
Industry
Other Services (ex. Public Admin)see 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $116K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
24 direct securities· $68.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv Mutual Fund a | — | — | — | $10.7M | 15.6% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund a | — | — | — | $9.9M | 14.3% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund a | — | — | — | $8.9M | 12.9% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund a | — | — | — | $6.9M | 10.0% | |
| Vanguard 500 Index Adm Mutual Fund a | — | — | — | $5.1M | 7.4% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund a | — | — | — | $4.6M | 6.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund a | — | — | — | $3.8M | 5.6% | |
| Vanguard Total Bond Market Index Adm Mutual Fund a | — | — | — | $2.9M | 4.2% | |
| T. Rowe Price U.S. Equity Research I Mutual Fund a | — | — | — | $1.8M | 2.6% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund a | — | — | — | $1.6M | 2.3% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund a | — | — | — | $1.6M | 2.3% | |
| Vanguard Extended Market Index Adm Mutual Fund a | — | — | — | $1.6M | 2.3% | |
| Vanguard Strategic Equity Mutual Fund a | — | — | — | $1.5M | 2.2% | |
| Vanguard Total International Stock Index Adm Mutual Fund a | — | — | — | $1.3M | 1.8% | |
| Vanguard Instl Target Retirement Income Mutual Fund a | — | — | — | $1.2M | 1.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund a | — | — | — | $1.2M | 1.7% | |
| Dodge & Cox Income X Mutual Fund a | — | — | — | $1.1M | 1.6% | |
| Vanguard Federal Money Market Mutual Fund a | — | — | — | $1.0M | 1.5% | |
| Parnassus Core Equity Instl Mutual Fund a | — | — | — | $716K | 1.0% | |
| American Funds EuroPacific Growth R6 Mutual Fund a | — | — | — | $568K | 0.8% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund a | — | — | — | $408K | 0.6% | |
| Participant Loans Interest rates of 4.25% to 9.50% - | — | — | — | $235K | 0.3% | |
| Calvert Bond R6 Mutual Fund a | — | — | — | $196K | 0.3% | |
| State Street Instl US Govt Money Market Premier Mutual Fund a | — | — | — | $18K | <0.1% |
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