Plan Snapshot
- Plan Sponsor: Marsh Puerto Rico, INC.
- Sponsor EIN: 660307769
- Sponsor Address: CITY VIEW PLAZA SUITE 700, GUAYNABO, PR, 00968
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 72
- Total Assets: $16.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 72 | $16.8M | $270,634 | $475,098 |
| 2023 | 91 | $16.3M | $303,991 | $510,524 |
| 2022 | 115 | $14.0M | $295,864 | $489,327 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $111,829 | — | $111,829 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $23,491 | — | $23,491 |
| A & A EMPLOYEE BENEFITS CONSULTING | Other Service Provider | — | $10,000 | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,320
- Estimated Expense Ratio: 0.866% 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 | $133,940 | — | — | — | — |
| 2023 | $122,097 | — | — | — | — |
| 2022 | $114,767 | — | — | — | — |