Plan Snapshot
- Plan Sponsor: Marsh & Mclennan Companies, INC.
- Sponsor EIN: 132854946
- Sponsor Address: 1166 AVE OF THE AMERICAS, 31ST FLR, NEW YORK, NY, 100362708
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $4.1B
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 | 0 | $4.1B | $0 | $0 |
| 2023 | 0 | $3.7B | $0 | $0 |
| 2022 | 0 | $3.3B | $0 | $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 |
|---|---|---|---|---|
| INVESCO CAPITAL MANAGEMENT | Other Service Provider | $490,292 | — | $490,292 |
| FIDUCIARY COUNSELORS INC | Other Service Provider | $85,000 | — | $85,000 |
| STATE STREET GLOBAL ADVISORS CO. | Other Service Provider | $84,794 | — | $84,794 |
| NORTHERN TRUST COMPANY | Other Service Provider | $42,526 | — | $42,526 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $702,612
- Estimated Expense Ratio: 0.017% 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 | $725,354 | $568,638 | — | — | — |
| 2023 | $745,035 | $615,313 | — | — | — |
| 2022 | $758,081 | $629,003 | — | — | $129,078 |