Plan Snapshot
- Plan Sponsor: Mars, Incorporated
- Sponsor EIN: 221594774
- Sponsor Address: 800 HIGH STREET, HACKETTSTOWN, NJ, 07840
- Plan Type: DB
- Total Participants: 8,193
- Total Assets: $5.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,193 | $5.1B | $7,743 | $0 |
| 2023 | 8,869 | $5.3B | $8,685 | $0 |
| 2022 | 9,670 | $5.4B | $391,077 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIG | Other Service Provider | $3,772,489 | — | $3,772,489 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $2,071,747 | — | $2,071,747 |
| ARROWSTREET, LP | Other Service Provider | $1,726,812 | — | $1,726,812 |
| TRUST COMPANY OF WEST | Other Service Provider | — | $1,025,955 | $1,025,955 |
| BOLDHAVEN MANAGEMENT LLP | Other Service Provider | — | $974,260 | $974,260 |
| TREXQUANT OFFSHORE FUND | Other Service Provider | — | $814,954 | $814,954 |
| NORTHERN TRUST | Other Service Provider | $762,389 | — | $762,389 |
| LBA REALTY LLC | Other Service Provider | — | $533,477 | $533,477 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $450,720 | — | $450,720 |
| JP MORGAN CHASE BANK | Recordkeeper | $384,967 | — | $384,967 |
| PERFORMANCE VENTURE CAPITAL | Other Service Provider | $318,809 | — | $318,809 |
| LONG WHARF CAPITAL | Other Service Provider | — | $299,324 | $299,324 |
| CARTER-HASTON INVESTMENT PARTNERS | Other Service Provider | — | $280,000 | $280,000 |
| MCDERMOTT WILL & EMERY LLP | Other Service Provider | $274,107 | — | $274,107 |
| THACKERAY PARTNERS LP | Other Service Provider | — | $273,688 | $273,688 |
| SHAMROCK CAPITAL ADVISORS LLC | Other Service Provider | -$3,153 | $210,121 | $206,968 |
| RIVERWOOD CAPITAL MANAGEMENT LP | Other Service Provider | — | $195,606 | $195,606 |
| VOYA INVESTMENT TRUST COMPANY | Other Service Provider | $188,650 | — | $188,650 |
| GREYSTAR INVESTMENT GROUP, LLC | Other Service Provider | — | $188,131 | $188,131 |
| PRICEWATERHOUSECOOPERS | Auditor | $143,023 | — | $143,023 |
| WELLINGTON TRUST COMPANY NA | Other Service Provider | $135,169 | — | $135,169 |
| RAINE CAPITAL LLC | Other Service Provider | — | $133,489 | $133,489 |
| GREYSTAR REAL ESTATE PARTNERS | Other Service Provider | — | $123,647 | $123,647 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Other Service Provider | — | $116,716 | $116,716 |
| HUE COMMUNICATIONS | Other Service Provider | $110,331 | — | $110,331 |
| CORTEC MANAGEMENT VII, LLC | Other Service Provider | — | $105,824 | $105,824 |
| SEGALL BRYANT & HAMILL LLC | Other Service Provider | $105,186 | — | $105,186 |
| TENAYA CAPITAL | Other Service Provider | — | $92,888 | $92,888 |
| SHASTA VENTURES V GP, LLC | Other Service Provider | — | $82,436 | $82,436 |
| PWC US TAX LLP | Other Service Provider | $79,760 | — | $79,760 |
| CORTEC MANAGEMENT VI, LLC | Other Service Provider | — | $46,911 | $46,911 |
| ANGELO GORDON & CO. | Investment Advisor | $46,646 | — | $46,646 |
| MGG SF EVERGREEN (CAYMAN) FUND | Other Service Provider | — | $43,907 | $43,907 |
| HARRISON STREET ADVISORS LLC | Other Service Provider | $28,461 | — | $28,461 |
| CARILLON TOWER ADVISERS | Other Service Provider | — | $26,392 | $26,392 |
| WESTBROOK | Other Service Provider | $24,718 | — | $24,718 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $20,937 | — | $20,937 |
| RHUMBLINE ADVISERS | Other Service Provider | $10,902 | — | $10,902 |
| ACTIS GP LLP | Other Service Provider | — | $7,021 | $7,021 |
| TSG7B MANAGEMENT LLC | Other Service Provider | $5,231 | — | $5,231 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- JP MORGAN CHASE BANK — Recordkeeper
- PRICEWATERHOUSECOOPERS — Auditor
- ANGELO GORDON & CO. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,232,648
- Estimated Expense Ratio: 0.319% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,019,613 | $7,224,138 | -$18,575 | $143,023 | — |
| 2023 | $17,713,664 | $10,095,703 | $77,778 | $130,349 | — |
| 2022 | $20,080,866 | $11,260,863 | — | — | $2,962,231 |