Plan Snapshot
- Plan Sponsor: Marsh & Mclennan Companies, INC.
- Sponsor EIN: 362668272
- Sponsor Address: 121 RIVER STREET, 3RD FLOOR, HOBOKEN, NJ, 07030
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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 | $0 | $0 | $0 |
| 2023 | 2 | $39.5M | $950,000 | $0 |
| 2022 | 4 | $37.8M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | RETAINED BY EMPLOYER | $171,600 | — | $171,600 |
| NAVOLIO & TALLMAN LLP | RETAINED BY EMPLOYER | $46,000 | — | $46,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT — RETAINED BY EMPLOYER
- NAVOLIO & TALLMAN LLP — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,600
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 | $309,682 | — | $43,709 | $24,785 | — |
| 2023 | $569,296 | — | $85,800 | $23,000 | — |
| 2022 | $353,673 | — | $143,830 | — | $31,745 |