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Original filing (PDF)20250919132125NAL0003114563001
MERCURY GENERAL CORPORATION
Form 5500
FILING_RECEIVED
MERCURY GENERAL CORPORATION PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
4,207
Accounts w/ balance
5,415
Plan assets (EOY)
$940.9M
Net assets (EOY)
$940.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 MERCURY GENERAL CORPORATION.
Plan sponsor
Name
MERCURY GENERAL CORPORATION
EIN
95-2211612
Address
4484 WILSHIRE BLVD. · LOS ANGELES, CA · 90010
Phone
(323) 857-4972
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$993 | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $421K | — |
| BENEFIT FINANCIAL SERVICES GROUP | 20-8161914 | — | CONSULTANT | $50K | — |
| MORGAN STANLEY | 26-4310632 | — | CONSULTANT | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | ACCOUNTANT/AUDITOR | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'MELVENY & MYERS LLP | 95-1066597 | — | ATTORNEY/LEGAL | $19K | — |
Investments
30 direct securities · 1 pooled fund· $927.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$892.3M
30 holdings
Common Collective Trust
$35.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $130.9M | 13.9% | |
| MFS Growth Fund Mutual Fund | — | — | — | $111.1M | 11.8% | |
| Fidelity Select Technology Fund Mutual Fund | — | — | — | $99.5M | 10.6% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $70.4M | 7.5% | |
| State Street Target Retirement 2045 Fund Mutual Fund | — | — | — | $56.6M | 6.0% | |
| State Street Target Retirement 2040 Fund Mutual Fund | — | — | — | $36.4M | 3.9% | |
| TRP STABLE VALUE T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $35.0M | 3.7% | |
| State Street Target Retirement 2035 Fund Mutual Fund | — | — | — | $34.8M | 3.7% | |
| State Street Target Retirement 2030 Fund Mutual Fund | — | — | — | $33.5M | 3.6% | |
| State Street Target Retirement 2050 Fund Mutual Fund | — | — | — | $27.9M | 3.0% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $25.7M | 2.7% | |
| State Street Target Retirement 2025 Fund Mutual Fund | — | — | — | $24.9M | 2.7% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $24.7M | 2.6% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $24.0M | 2.5% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $23.0M | 2.4% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $22.7M | 2.4% | |
| Vanguard Treasury Money Market Fund Money Market Mutual Fund | — | — | — | $20.2M | 2.1% | |
| Investments * Mercury General Corporation Common Stock Company Common Stock | — | — | — | $19.1M | 2.0% | |
| State Street Target Retirement 2055 Fund Mutual Fund | — | — | — | $17.3M | 1.8% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund | — | — | — | $12.0M | 1.3% | |
| American Beacon Small Cap Value Fund Mutual Fund | — | — | — | $11.9M | 1.3% | |
| State Street Target Retirement 2060 Fund Mutual Fund | — | — | — | $10.5M | 1.1% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $9.8M | 1.0% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $9.4M | 1.0% | |
| T. Rowe Price Mid-Cap Value Fund Mutual Fund | — | — | — | $8.5M | 0.9% | |
| Lord Abbett Bond Debenture Fund Mutual Fund | — | — | — | $7.9M | 0.8% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $6.5M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $4.9M | 0.5% | |
| State Street Target Retirement 2020 Fund Mutual Fund | — | — | — | $4.8M | 0.5% | |
| State Street Target Retirement Fund Mutual Fund | — | — | — | $2.8M | 0.3% | |
| State Street Target Retirement 2065 Fund Mutual Fund | — | — | — | $878K | <0.1% |