AUMdb

Mercalis Inc. 401(k) Profit Plan And Trust

Sponsored by Mercalis Inc · EIN 522251120 · Plan #001

Total assets
$69.2M
Net assets
$69.2M
Active participants
1,309
With balances
1,508

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $66,242
Pnc Bank Na Investment advisory (plan) $39,000
Empower Advisory Group, Llc Investment management $38,488
Hughes Pittman & Gupton, Llp Accounting $19,300