Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADAM MERCER AGENCY 401(K) PLAN | 401k | $853 | 3 | 2024 | |
| 002 | ADAM MERCER AGENCY LLC 401(K) PLAN | 401k | $64 | 3 | 2025 |