Assets by plan
Share of aggregate retirement assets
Filings through .
Mercer Capital Management, Inc.
EIN 62-1154641Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$49.7M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MERCER CAPITAL MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN
401(k)
Assets$28.0M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MERCER CAPITAL MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.7M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MERCER CAPITAL MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN | 401(k) | $28.0M | 78 | 2025 |
| #002 | MERCER CAPITAL MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.7M | 57 | 2025 |
- #001 · 401(k) · 202578
- #002 · ESOP · 202557
Retirement plans