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Original filing (PDF)20251014185406NAL0007177538001
MAERSK AGENCY USA, INC.
Form 5500
FILING_RECEIVED
MAERSK SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,682
Accounts w/ balance
10,106
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
17 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAERSK AGENCY USA, INC..
Plan sponsor
Name
MAERSK AGENCY USA, INC.
EIN
13-5159146
Address
180 PARK AVENUE · FLORHAM PARK, NJ · 07932
Phone
(973) 514-5000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY CLIENT | $531K | — |
| MERCER INVESTMENTS | 61-0736136 | — | RETAINED BY CLIENT | $112K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | RETAINED BY CLIENT | $80K | — |
Investments
23 direct securities · 17 pooled funds· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$675.3M
22 holdings
Common Collective Trust
$564.8M
16 holdings
Pooled Separate Account
$89.7M
1 holding
Mutual Funds
$12.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE LARGE CAP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $152.6M | 15.0% | |
| Vanguard Group Vanguard Total Stock Mkt Inst | — | — | — | $138.1M | 13.6% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $89.7M | 8.8% | |
| Eaton Vance Eaton Vance AtlCapSMID-Cap R6 | — | — | — | $63.3M | 6.2% | |
| Vanguard Group Vanguard TR 2030 Trust II | — | — | — | $55.9M | 5.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 TRUST II · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $55.9M | 5.5% | |
| American Funds American EuroPacific Growth R6 | — | — | — | $54.1M | 5.3% | |
| Vanguard Group Vanguard TR 2035 Trust II | — | — | — | $52.3M | 5.1% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 TRUST II · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $52.3M | 5.1% | |
| HOTCHKIS & WILEY LARGE CAP VALUE CI GREAT GRAY TRUST COMPANY · EIN 38-4139839 / PN 615 | Common Collective Trust | — | — | $51.9M | 5.1% | |
| Vanguard Group Vanguard TR 2040 Trust II | — | — | — | $47.5M | 4.7% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 TRUST II · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $47.5M | 4.7% | |
| Vanguard Group Vanguard TR 2045 Trust II | — | — | — | $44.9M | 4.4% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 TRUST II · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $44.9M | 4.4% | |
| PIMCO Funds PIMCO Total Return Instl | — | — | — | $38.7M | 3.8% | |
| Vanguard Group Vanguard TR 2025 Trust II | — | — | — | $35.7M | 3.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2025 TRUST II · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $35.7M | 3.5% | |
| Vanguard Group Vanguard TR Income Tr II | — | — | — | $33.3M | 3.3% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT INCOME TRUST II · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $33.3M | 3.3% | |
| Vanguard Group Vanguard TR 2050 Tr II | — | — | — | $23.4M | 2.3% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2050 TRUST II · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.4M | 2.3% | |
| LOOMIS SAYLES SMALL CAP GROWTH LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 022 | Common Collective Trust | — | — | $20.3M | 2.0% | |
| Vanguard Group Vanguard TR 2055 Trust II | — | — | — | $19.0M | 1.9% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2055 TRUST II · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.0M | 1.9% | |
| Notes receivable from participants 2,032 plan participants had outstanding | — | — | — | $17.9M | 1.8% | |
| Vanguard Group Vanguard Total Int Stk Inx Ins | — | — | — | $14.0M | 1.4% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | Mutual Funds | — | — | $12.6M | 1.2% | |
| VICTORY CAPITAL INTL COLLECTIVE INV GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 003 | Common Collective Trust | — | — | $12.3M | 1.2% | |
| Vanguard Group Vanguard Total Bond Index Inst | — | — | — | $10.1M | 1.0% | |
| Dimensional Funds Advisors DFA Emerging Markets Core Eq I | — | — | — | $8.8M | 0.9% | |
| Vanguard Group Vanguard TR 2060 Tr II | — | — | — | $8.4M | 0.8% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2060 TRUST II · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.4M | 0.8% | |
| Vanguard Group Vanguard TR 2020 Trust II | — | — | — | $4.1M | 0.4% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2020 TRUST II · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.4% | |
| Vanguard Group Vanguard TR 2065 Trust II | — | — | — | $2.9M | 0.3% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2065 TRUST II · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.3% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $2.5M | 0.2% | |
| Vanguard Group Vanguard Target Ret 2070 Tr II | — | — | — | $291K | <0.1% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2070 TRUST II · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $291K | <0.1% | |
| Date Plan Corrected outside VFCP Corrections in VFCP 2002-51 1/12/2024 $ 869 - 869 12/10/2024 31,668 - | — | — | — | $32K | <0.1% |