DOL Form 5500 · 2024 Plan Year

MERCER INVESTMENTS, LLC

MERCER WISE POOLED EMPLOYER PLAN

Defined ContributionMA
$319.9M
Plan Assets
13,432
Participants
2024
Plan Year
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Plan Details

Plan Name
MERCER WISE POOLED EMPLOYER PLAN
Sponsor
MERCER INVESTMENTS, LLC
Sponsor EIN
300282430
Plan Number
001
Location
BOSTON, MA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$319.9M
Participants
13,432
Filing Received
June 2, 2026
Plan Year
2024

About this Plan

MERCER WISE POOLED EMPLOYER PLAN is a defined contribution retirement plan sponsored by MERCER INVESTMENTS, LLC, headquartered in BOSTON, MA, holding approximately $319.9M in plan assets on behalf of 13,432 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).