Sponsor portfolio
MERCER WEALTH MANAGEMENT, LLC
EIN 27-1491881financial servicesLatest filing 2025
Plans
1
Retirement
1
$595K assets
Welfare
0
Participants
5
3500 QUAKERBRIDGE RD., STE. 106 - HAMILTON, NJ 08619609-528-7100mercerwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERCER WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $595K | 5 | 2025 |
Retirement plans