Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERCERMORGAN, LLC
EIN 86-1018693management consultingLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
10
14747 N. NORTHSIGHT BLVD., STE 111 - SCOTTSDALE, AZ 85260480-281-1833mercermorgan.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 10 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
MERCERMORGAN, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MERCERMORGAN, LLC CASH BALANCE PLAN
CashBalance
Assets$445K
Participants4
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 | MERCERMORGAN, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.6M | 6 | 2024 | |
| 002 | MERCERMORGAN, LLC CASH BALANCE PLAN | CashBalance | $445K | 4 | 2024 |
Retirement plans