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Original filing (PDF)20251015124720NAL0002430515001
MARSH PUERTO RICO, INC.
Form 5500
FILING_RECEIVED
MARSH PUERTO RICO, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
~81 bps in Sched C fees
Active participants
72
Accounts w/ balance
133
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 178% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSH PUERTO RICO, INC..
Plan sponsor
Name
MARSH PUERTO RICO, INC.
EIN
66-0307769
Address
CITY VIEW PLAZA SUITE 700 · # 48 ROAD 165 KM 1.2 · GUAYNABO, PR · 00968
Phone
(787) 721-2600
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
RS ASSOC PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $112K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
Investments
34 direct securities· $16.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | — | — | $1.0M | $2.1M | 12.4% | |
| PIMCO INCOME INSTL | — | — | $1.9M | $1.8M | 10.5% | |
| BLACK ROCK HIGH YIELD BOND INSTL | — | — | $1.8M | $1.8M | 10.4% | |
| JP MORGAN EQUITY INCOME R6 | — | — | $1.2M | $1.4M | 8.1% | |
| JP MORGAN LARGE CAP GROWTH | — | — | $952K | $1.3M | 7.9% | |
| KEY GUARANTEED PORTFOLIO FUND | — | — | $1.1M | $1.2M | 7.2% | |
| DODGE & COX INTERNATIONAL STOCK | — | — | $885K | $1.1M | 6.4% | |
| VANGUARD MID-CAP VALUE INDEX ADM | — | — | $489K | $662K | 3.9% | |
| VIRTUS KAR MID-CAP GROWTH | — | — | $611K | $627K | 3.7% | |
| FIDELITY SMALL CAP INDEX | — | — | $457K | $602K | 3.6% | |
| PRINCIPAL REAL ESTATE SECURITIES | — | — | $486K | $535K | 3.2% | |
| VANGUARD TARGET 2030 INV | — | — | $392K | $420K | 2.5% | |
| PIMCO INT BOND (USD-HEDGED)I | — | — | $419K | $400K | 2.4% | |
| JP MORGAN EMERGING MARKET EQUITY | — | — | $423K | $341K | 2.0% | |
| VANGUARD TARGET 2025 INV | — | — | $314K | $314K | 1.9% | |
| AMERICAN FUNDS AMERICAN BALANCED | — | — | $250K | $309K | 1.8% | |
| HARTFORD BALANCED INCOME Y | — | — | $274K | $279K | 1.7% | |
| VANGUARD TARGET 2035 INV | — | — | $220K | $236K | 1.4% | |
| FIRST EAGLE GLOBAL R6 | — | — | $207K | $229K | 1.4% | |
| VANGUARD TARGET 2020 INV | — | — | $259K | $227K | 1.4% | |
| PIMCO STOCKPLUS | — | — | $161K | $181K | 1.1% | |
| FIDELITY MID CAP STOCK | — | — | $158K | $167K | 1.0% | |
| THOMPSON BOND FUND | — | — | $146K | $141K | 0.8% | |
| SCHAWB TREASURY INFL PROTECTED SEC | — | — | $138K | $123K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2055 | — | — | $66K | $73K | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME | — | — | $35K | $36K | 0.2% | |
| MUTUAL ACCOUNT FUND, 789 UNITS VANGUARD TARGET 2040 INV | — | — | $32K | $34K | 0.2% | |
| VANGUARD TARGET 2045 INV | — | — | $28K | $33K | 0.2% | |
| FORFEITURES | — | — | $27K | $28K | 0.2% | |
| MUTUAL ACCOUNT FUND, 224 UNITS VANGUARD SMALL CAP VALUE INDEX ADMI | — | — | $16K | $19K | 0.1% | |
| MUTUAL ACCOUNT FUND, 147 UNITS VANGUARD TARGET RETIREMENT 2050 | — | — | $7K | $7K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |