DOL Form 5500 · 2025 Plan Year

MERCER INVESTMENTS, LLC

MERCER WISE POOLED EMPLOYER PLAN

Defined ContributionMA
$604.1M
Plan Assets
22,561
Participants
2025
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)
$604.1M
Participants
22,561
Filing Received
September 20, 2026
Plan Year
2025

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 $604.1M in plan assets on behalf of 22,561 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).