AUMdb

Mercury Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Mercury Enterprises, Inc · EIN 591006793 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
155
With balances
162

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pensionmark Financial Group, Llc Investment advisory (plan) $20,811
John Hancock Recordkeeping, Recordkeeping fees, Participant loan processing $20,241
Ramos & Floyd Cpas Pllc Accounting, Direct payment from the plan $12,620
World Investment Advisors Llc Investment advisory (plan) $6,736