5500 Analyzer

MERCER ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
4,971
Total plan assets
$1.1B
Filings (rows)
9
Direct comp
$325K
Indirect comp
$0
Aggregating 2 name variants under "MERCER ADVISORS"

SERVICES PROVIDED

Advisor / Consultant7
Other2

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NORTHWEST PERMANENTE, P.C.
NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - PS ASPECT
PORTLAND, OR
Advisor / Consultant
CONSULTANT
1,585$767.7M$6K
G. M. LAWRENCE & CO.
THE LAWRENCE GROUP COMPANIES 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
961$88.7M$50K
G. M. LAWRENCE & CO.
THE LAWRENCE GROUP COMPANIES 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
1,087$85.3M$41K
PARKHILL, SMITH & COOPER
PARKHILL, SMITH & COOPER, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST
LUBBOCK, TX
Other
NONE
598$65.0M$7K
ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP OF ORANGE COUNTY
ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
ORANGE, CA
Advisor / Consultant
ADVISOR
177$35.2M$63K
ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP OF ORANGE COUNTY
ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
ORANGE, CA
Advisor / Consultant
ADVISOR
183$29.2M$51K
ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP OF ORANGE COUNTY
ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
ORANGE, CA
Advisor / Consultant
ADVISOR
154$24.7M$51K
BUCKEYE POWER SALES CO., INC.
BUCKEYE POWER SALES CO., INC. 401K PLAN
BLACKLICK, OH
Other
INVESTMENT COMPANY
226$20.7M$40K
ENDURACARE ACUTE CARE SERVICES, LLC
ENDURACARE ACUTE CARE SERVICES, LLC 401(K) PLAN
FRANKLIN, TN
Advisor / Consultant
INVESTMENT ADVISOR
0$5K$17K