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| Company Name: | MERCER TRUST COMPANY LLC |
| Employer identification number (EIN): | 046691601 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2016-07-28 | |||||
| Date last seen: 2018-07-24 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-11-22 | |||||
| Date | Description |
|---|---|
| 2025-04-22 | 046691601 Change of plan name detected from AMERICAN BAR ASSOCIATION MEMBERS/MTC COLLECTIVE TRUST (FKA THE AMERICAN BAR ASSOCIATION MEMBERS/ NORTHERN TRUST COLLECTIVE TRUST) to INTERNATIONAL ALL CAP EQUITY FUND OF THE ABA MEMBERS/MTC COLLECTIVE TRUST for plan ID 001 |
| 2022-07-27 | 046691601 Change of plan name detected from INCOME RETIREMENT DATE FUND to POST RETIREMENT DATE FUND for plan ID 002 |
| 2021-07-28 | 046691601 Change of name detected from NORTHERN TRUST INVESTMENTS NA to MERCER TRUST COMPANY LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | INTERNATIONAL ALL CAP EQUITY FUND OF THE ABA MEMBERS/MTC COLLECTIVE TRUST | 2015-01-01 | 2014-01-01 |
| 004 | 2030 RETIREMENT DATE FUND | 2016-01-01 | 2021-01-01 |
| 009 | AGGRESSIVE RISK FUND | 2016-01-01 | 2021-01-01 |
| 013 | MID CAP INDEX EQUITY FUND | 2016-01-01 | 2016-01-01 |
| 020 | BOND CORE PLUS FUND | 2016-01-01 | 2021-01-01 |
| 017 | INTERNATIONAL ALL CAP EQUITY FUND | 2016-01-01 | 2021-01-01 |
| 003 | 2020 RETIREMENT DATE FUND | 2016-01-01 | 2021-01-01 |
| 006 | 2050 RETIREMENT DATE FUND | 2016-01-01 | 2021-01-01 |
| 007 | CONSERVATIVE RISK FUND | 2016-01-01 | 2021-01-01 |
| 014 | SMALL-MID CAP EQUITY FUND | 2016-01-01 | 2021-01-01 |
| 012 | LARGE CAP INDEX EQUITY FUND | 2016-01-01 | 2021-01-01 |
| 023 | REAL ASSET RETURN FUND | 2016-01-01 | 2021-01-01 |
| 019 | GLOBAL ALL CAP EQUITY FUND | 2016-01-01 | 2016-01-01 |
| 024 | ALTERNATIVE ALPHA FUND | 2016-01-01 | 2021-01-01 |
| 005 | 2040 RETIREMENT DATE FUND | 2016-01-01 | 2021-01-01 |
| 015 | SMALL CAP INDEX EQUITY FUND | 2016-01-01 | 2016-01-01 |
| 018 | INTERNATIONAL INDEX EQUITY FUND | 2016-01-01 | 2021-01-01 |
| 002 | POST RETIREMENT DATE FUND | 2016-01-01 | 2021-01-01 |
| 022 | STABLE ASSET RETURN FUND | 2016-01-01 | 2021-01-01 |
| 010 | BALANCED FUND | 2016-01-01 | 2016-01-01 |
| 021 | BOND INDEX FUND | 2016-01-01 | 2021-01-01 |
| 008 | MODERATE RISK FUND | 2016-01-01 | 2021-01-01 |
| 016 | ALL CAP INDEX EQUITY FUND | 2016-01-01 | 2021-01-01 |
| 011 | LARGE CAP EQUITY FUND | 2016-01-01 | 2021-01-01 |
| 027 | 2045 RETIREMENT DATE FUND | 2018-09-01 | 2021-01-01 |
| 030 | SMALL-MID CAP INDEX EQUITY FUND | 2018-09-01 | 2021-01-01 |
| 028 | 2055 RETIREMENT DATE FUND | 2018-09-01 | 2021-01-01 |
| 029 | 2060 RETIREMENT DATE FUND | 2018-09-01 | 2021-01-01 |
| 025 | 2025 RETIREMENT DATE FUND | 2018-09-01 | 2021-01-01 |
| 026 | 2035 RETIREMENT DATE FUND | 2018-09-01 | 2021-01-01 |
| 031 | INCOME FOCUSED FUND | 2020-11-30 | 2021-01-01 |
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