Mercer Advisors, Inc. 401(k) Plan: Login, Facts & Contact Information
Mercer Advisors, Inc. 401(k) Login
191 former Mercer Advisors, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Mercer Advisors, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $21.9 million went into the plan in contributions, $4.36 million of it from the employer (20%).
- $7.61 million was paid out to participants.
- Investment and other income added $15.7 million.
- Administrative expenses were $23,300, about $19 per account.
How the Mercer Advisors, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 336 | $48.9 million | $1.21 million | $10.9 million |
| 2020 | 544 | $63.3 million | $1.44 million | $2.47 million |
| 2021 | 602 | $81.1 million | $1.55 million | $4.31 million |
| 2022 | 816 | $87.5 million | $3.25 million | $3.82 million |
| 2023 | 1,080 | $115.3 million | $3.40 million | $7.57 million |
| 2024 | 1,209 | $145.3 million | $4.36 million | $7.61 million |
Mercer Advisors, Inc. 401(k) Contact Information
Questions about the Mercer Advisors, Inc. 401(k)
Does Mercer Advisors, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.36 million, 20% of all contributions.
Does the Mercer Advisors, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Mercer Advisors, Inc 401(k) plan?
1,209 participants at the start of plan year 2024, 1,182 of them active employees, and 191 former employees who still had money in the plan.
What is the average 401(k) balance at Mercer Advisors, Inc?
About $115,867 per account: $145.3 million in plan assets across 1,254 accounts with a balance at the end of plan year 2024.
Who manages the Mercer Advisors, Inc 401(k) accounts?
Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Mercer Advisors, Inc. How do I access my 401(k)?
Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.