Plan Snapshot
- Plan Sponsor: Marsh & Mclennan Companies, INC.
- Sponsor EIN: 362668272
- Sponsor Address: 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 10106
- Plan Type: DB
- Total Participants: 15
- Total Assets: $3.7M
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 | 15 | $3.7M | $1.6M | $0 |
| 2023 | 43 | $5.0M | $380,000 | $0 |
| 2022 | 48 | $4.7M | $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 |
|---|---|---|---|---|
| PENSION BENEFIT GUARANTEE CORP | RETAINED BY EMPLOYER | $51,724 | — | $51,724 |
| JOHN HANCOCK RETIREMENT | RETAINED BY EMPLOYER | $50,184 | — | $50,184 |
| NAVOLIO & TALLMAN LLP | RETAINED BY EMPLOYER | $15,225 | — | $15,225 |
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: $117,133
- Estimated Expense Ratio: 3.171% 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 | $117,133 | — | $50,184 | $15,225 | — |
| 2023 | $136,247 | — | $50,000 | $14,500 | — |
| 2022 | $113,954 | — | $50,226 | — | $13,880 |