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Sponsor portfolio

MERCER SAVINGS BANK

EIN 34-4302175-banking-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
50
1100 IRMSCHER BLVD - CELINA, OH 45822419-586-5158mercersavings.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#002401k-$2.0M - 23 part#003ESOP-$1.3M - 27 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN & TRUST (#002)60%
  • EMPLOYEE STOCK OWNERSHIP (#003)40%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)27
  • PLAN & TRUST (#002)23
Total 50Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MERCER SAVINGS BANK PROFIT SHARING & 401(K) SAVINGS PLAN & TRUST

401k

Assets$2.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

MERCER SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MERCER SAVINGS BANK PROFIT SHARING & 401(K) SAVINGS PLAN & TRUST401k$2.0M232024
003MERCER SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$1.3M272025
Retirement plans
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