Civic Intelligence

Mercer Advisors Inc.

Plan context: Mercer Advisors Inc. 401(K) Profit Sharing Plan

EIN 26-2459836 • Santa Barbara, CA • 58 filings • 11 plans

1801 E. Cabrillo Blvd.Santa Barbara, CA 93108
Current Snapshot

Latest Year

2024

2024 Participants

1,182

2024 Assets

$145,296,744

2024 Contributions

$21,929,490

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$145,296,744$72,648,372$0200820162024YearValue
$145,296,744Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,2616310200820162024YearValue
1,182Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,182$145,296,744$21,929,490$18,553iApproximate average salary by contribution assumption: employee only about $463,822 at 4% or $309,214 at 6%; with 50% employer match about $309,214 at 4% or $206,143 at 6%; with 100% employer match about $231,911 at 4% or $154,607 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-1,182$145,296,744$21,929,490$18,553iApproximate average salary by contribution assumption: employee only about $463,822 at 4% or $309,214 at 6%; with 50% employer match about $309,214 at 4% or $206,143 at 6%; with 100% employer match about $231,911 at 4% or $154,607 at 6%.
Mercer Global Advisors Welfare Benefit Plan-1,169---
202321,261$115,251,434$19,448,779$15,423iApproximate average salary by contribution assumption: employee only about $385,582 at 4% or $257,055 at 6%; with 50% employer match about $257,055 at 4% or $171,370 at 6%; with 100% employer match about $192,791 at 4% or $128,527 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-1,010$115,251,434$19,448,779$19,256iApproximate average salary by contribution assumption: employee only about $481,405 at 4% or $320,937 at 6%; with 50% employer match about $320,937 at 4% or $213,958 at 6%; with 100% employer match about $240,703 at 4% or $160,468 at 6%.
Mercer Global Advisors Welfare Benefit Plan-1,261---
202221,050$87,480,880$21,122,653$20,117iApproximate average salary by contribution assumption: employee only about $502,920 at 4% or $335,280 at 6%; with 50% employer match about $335,280 at 4% or $223,520 at 6%; with 100% employer match about $251,460 at 4% or $167,640 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-839$87,480,880$21,122,653$25,176iApproximate average salary by contribution assumption: employee only about $629,400 at 4% or $419,600 at 6%; with 50% employer match about $419,600 at 4% or $279,733 at 6%; with 100% employer match about $314,700 at 4% or $209,800 at 6%.
Mercer Global Advisors Welfare Benefit Plan-1,050---
20212650$81,127,134$10,658,483$16,398iApproximate average salary by contribution assumption: employee only about $409,942 at 4% or $273,294 at 6%; with 50% employer match about $273,294 at 4% or $182,196 at 6%; with 100% employer match about $204,971 at 4% or $136,647 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-629$81,127,134$10,658,483$16,945iApproximate average salary by contribution assumption: employee only about $423,628 at 4% or $282,419 at 6%; with 50% employer match about $282,419 at 4% or $188,279 at 6%; with 100% employer match about $211,814 at 4% or $141,209 at 6%.
Mercer Global Advisors Welfare Benefit Plan-650---
20202524$63,281,141$10,265,284$19,590iApproximate average salary by contribution assumption: employee only about $489,756 at 4% or $326,504 at 6%; with 50% employer match about $326,504 at 4% or $217,669 at 6%; with 100% employer match about $244,878 at 4% or $163,252 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-452$63,281,141$10,265,284$22,711iApproximate average salary by contribution assumption: employee only about $567,770 at 4% or $378,513 at 6%; with 50% employer match about $378,513 at 4% or $252,342 at 6%; with 100% employer match about $283,885 at 4% or $189,257 at 6%.
Mercer Global Advisors Welfare Benefit Plan-524---
20192370$48,924,263$9,488,974$25,646iApproximate average salary by contribution assumption: employee only about $641,147 at 4% or $427,431 at 6%; with 50% employer match about $427,431 at 4% or $284,954 at 6%; with 100% employer match about $320,573 at 4% or $213,716 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-370$48,924,263$9,488,974$25,646iApproximate average salary by contribution assumption: employee only about $641,147 at 4% or $427,431 at 6%; with 50% employer match about $427,431 at 4% or $284,954 at 6%; with 100% employer match about $320,573 at 4% or $213,716 at 6%.
Mercer Global Advisors Welfare Benefit Plan-360---
20182314$41,791,004$6,595,484$21,005iApproximate average salary by contribution assumption: employee only about $525,118 at 4% or $350,079 at 6%; with 50% employer match about $350,079 at 4% or $233,386 at 6%; with 100% employer match about $262,559 at 4% or $175,039 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-314$41,791,004$6,595,484$21,005iApproximate average salary by contribution assumption: employee only about $525,118 at 4% or $350,079 at 6%; with 50% employer match about $350,079 at 4% or $233,386 at 6%; with 100% employer match about $262,559 at 4% or $175,039 at 6%.
Mercer Global Advisors Welfare Benefit Plan-312---
20172212$32,856,235$8,796,329$41,492iApproximate average salary by contribution assumption: employee only about $1,037,303 at 4% or $691,535 at 6%; with 50% employer match about $691,535 at 4% or $461,024 at 6%; with 100% employer match about $518,651 at 4% or $345,768 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-212$32,856,235$8,796,329$41,492iApproximate average salary by contribution assumption: employee only about $1,037,303 at 4% or $691,535 at 6%; with 50% employer match about $691,535 at 4% or $461,024 at 6%; with 100% employer match about $518,651 at 4% or $345,768 at 6%.
Mercer Global Advisors Welfare Benefit Plan-207---
20162193$22,061,081$1,837,988$9,523iApproximate average salary by contribution assumption: employee only about $238,081 at 4% or $158,721 at 6%; with 50% employer match about $158,721 at 4% or $105,814 at 6%; with 100% employer match about $119,041 at 4% or $79,360 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-137$22,061,081$1,837,988$13,416iApproximate average salary by contribution assumption: employee only about $335,399 at 4% or $223,600 at 6%; with 50% employer match about $223,600 at 4% or $149,066 at 6%; with 100% employer match about $167,700 at 4% or $111,800 at 6%.
Mercer Global Advisors Welfare Benefit Plan-193---
20155152$19,025,124$2,751,718$18,103iApproximate average salary by contribution assumption: employee only about $452,585 at 4% or $301,723 at 6%; with 50% employer match about $301,723 at 4% or $201,149 at 6%; with 100% employer match about $226,293 at 4% or $150,862 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-152$19,025,124$2,751,718$18,103iApproximate average salary by contribution assumption: employee only about $452,585 at 4% or $301,723 at 6%; with 50% employer match about $301,723 at 4% or $201,149 at 6%; with 100% employer match about $226,293 at 4% or $150,862 at 6%.
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-0---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-0---
MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN-0---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-0---
20145126$17,766,353$1,342,926$10,658iApproximate average salary by contribution assumption: employee only about $266,454 at 4% or $177,636 at 6%; with 50% employer match about $177,636 at 4% or $118,424 at 6%; with 100% employer match about $133,227 at 4% or $88,818 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-124$17,766,353$1,342,926$10,830iApproximate average salary by contribution assumption: employee only about $270,751 at 4% or $180,501 at 6%; with 50% employer match about $180,501 at 4% or $120,334 at 6%; with 100% employer match about $135,376 at 4% or $90,250 at 6%.
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-95---
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-92---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-69---
MERCER GLOBAL ADVISORS LIFE INSURANCE PLAN-126---
20135122$18,236,405$1,101,883$9,032iApproximate average salary by contribution assumption: employee only about $225,796 at 4% or $150,530 at 6%; with 50% employer match about $150,530 at 4% or $100,354 at 6%; with 100% employer match about $112,898 at 4% or $75,265 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-122$18,236,405$1,101,883$9,032iApproximate average salary by contribution assumption: employee only about $225,796 at 4% or $150,530 at 6%; with 50% employer match about $150,530 at 4% or $100,354 at 6%; with 100% employer match about $112,898 at 4% or $75,265 at 6%.
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-91---
MERCER GLOBAL ADVISORS LIFE INSURANCE PLAN-117---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-70---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-95---
20125140$14,643,501$776,009$5,543iApproximate average salary by contribution assumption: employee only about $138,573 at 4% or $92,382 at 6%; with 50% employer match about $92,382 at 4% or $61,588 at 6%; with 100% employer match about $69,287 at 4% or $46,191 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-140$14,643,501$776,009$5,543iApproximate average salary by contribution assumption: employee only about $138,573 at 4% or $92,382 at 6%; with 50% employer match about $92,382 at 4% or $61,588 at 6%; with 100% employer match about $69,287 at 4% or $46,191 at 6%.
MERCER GLOBAL ADVISORS LIFE INSURANCE PLAN-133---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-109---
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-100---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-74---
20115147$12,711,721$921,687$6,270iApproximate average salary by contribution assumption: employee only about $156,749 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,666 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-147$12,711,721$921,687$6,270iApproximate average salary by contribution assumption: employee only about $156,749 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,666 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-72---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-119---
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-108---
MERCER GLOBAL ADVISORS LIFE INSURANCE PLAN-138---
20105146$13,767,400$910,356$6,235iApproximate average salary by contribution assumption: employee only about $155,883 at 4% or $103,922 at 6%; with 50% employer match about $103,922 at 4% or $69,281 at 6%; with 100% employer match about $77,941 at 4% or $51,961 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-146$13,767,400$910,356$6,235iApproximate average salary by contribution assumption: employee only about $155,883 at 4% or $103,922 at 6%; with 50% employer match about $103,922 at 4% or $69,281 at 6%; with 100% employer match about $77,941 at 4% or $51,961 at 6%.
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-122---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-129---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-83---
MERCER GLOBAL ADVISORS LIFE INSURANCE PLAN-145---
20095161$11,661,881$917,201$5,697iApproximate average salary by contribution assumption: employee only about $142,423 at 4% or $94,948 at 6%; with 50% employer match about $94,948 at 4% or $63,299 at 6%; with 100% employer match about $71,211 at 4% or $47,474 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-156$11,661,881$917,201$5,879iApproximate average salary by contribution assumption: employee only about $146,987 at 4% or $97,992 at 6%; with 50% employer match about $97,992 at 4% or $65,328 at 6%; with 100% employer match about $73,494 at 4% or $48,996 at 6%.
MERCER GLOBAL ADVISORS LIFE INSURANCE PLAN-150---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-161---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-135---
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-127---
20085232$8,193,691$1,623,108$6,996iApproximate average salary by contribution assumption: employee only about $174,904 at 4% or $116,603 at 6%; with 50% employer match about $116,603 at 4% or $77,735 at 6%; with 100% employer match about $87,452 at 4% or $58,301 at 6%.
Mercer Advisors Inc. 401(K) Profit Sharing Plan-213$8,193,691$1,623,108$7,620iApproximate average salary by contribution assumption: employee only about $190,506 at 4% or $127,004 at 6%; with 50% employer match about $127,004 at 4% or $84,669 at 6%; with 100% employer match about $95,253 at 4% or $63,502 at 6%.
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN-198---
MERCER GLOBAL ADVISORS LIFC INSURANCE PLAN-232---
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN-213---
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN-231---