# Marsh Puerto Rico, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marsh-saldana-inc-plan-001

> Marsh Puerto Rico, INC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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