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  1. Companies/
  2. Mercer Wealth Management, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Mercer Wealth Management, LLC

EIN 87-3918429-financial services-Latest filing 2025
Plans
1
Retirement
1
$817K assets
Welfare
0
Participants
11
7511 NEW LA GRANGE RD - LOUISVILLE, KY 40222502-482-8502mercer-wm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$817K - 11 part

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Retirement#001

MERCER WEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$817K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERCER WEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN & TRUST401(k)$817K112025
Retirement plans
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