Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERCER CAPITAL MANAGEMENT, INC.
EIN 62-1154641Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$49.7M assets
Welfare
0
Participants
135
5100 POPLAR AVENUE, SUITE 2600 - MEMPHIS, TN 38137901-685-2120
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $49.7M assets / 135 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERCER CAPITAL MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$28.0M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MERCER CAPITAL MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.7M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERCER CAPITAL MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN | 401k | $28.0M | 78 | 2025 | |
| 002 | MERCER CAPITAL MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.7M | 57 | 2025 |
Retirement plans