Kristina Evans signed Marsh Puerto Rico, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marsh Puerto Rico, Inc.'s EIN is 66-0307769.
Download the official 2024 Form 5500 (PDF) for Marsh Puerto Rico, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marsh Puerto Rico, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $112K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | $1.0M | $2.1M | 12.4% | |
| PIMCO INCOME INSTL | Mutual Funds | — | $1.9M | $1.8M | 10.5% | |
| BLACK ROCK HIGH YIELD BOND INSTL | Other securities | — | $1.8M | $1.8M | 10.4% | |
| JP MORGAN EQUITY INCOME R6 | Other securities | — | $1.2M | $1.4M | 8.1% | |
| JP MORGAN LARGE CAP GROWTH | Other securities | — | $952K | $1.3M | 7.9% | |
| KEY GUARANTEED PORTFOLIO FUND | Other securities | — | $1.1M | $1.2M | 7.2% | |
| DODGE & COX INTERNATIONAL STOCK | Mutual Funds | — | $885K | $1.1M | 6.4% | |
| VANGUARD MID-CAP VALUE INDEX ADM | Mutual Funds | — | $489K | $662K | 3.9% | |
| VIRTUS KAR MID-CAP GROWTH | Other securities | — | $611K | $627K | 3.7% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | $457K | $602K | 3.6% | |
| PRINCIPAL REAL ESTATE SECURITIES | Other securities | — | $486K | $535K | 3.2% | |
| VANGUARD TARGET 2030 INV | Mutual Funds | — | $392K | $420K | 2.5% | |
| PIMCO INT BOND (USD-HEDGED)I | U.S. Treasuries | — | $419K | $400K | 2.4% | |
| JP MORGAN EMERGING MARKET EQUITY | Other securities | — | $423K | $341K | 2.0% | |
| VANGUARD TARGET 2025 INV | Mutual Funds | — | $314K | $314K | 1.9% | |
| AMERICAN FUNDS AMERICAN BALANCED | Mutual Funds | — | $250K | $309K | 1.8% | |
| HARTFORD BALANCED INCOME Y | Other securities | — | $274K | $279K | 1.7% | |
| VANGUARD TARGET 2035 INV | Mutual Funds | — | $220K | $236K | 1.4% | |
| FIRST EAGLE GLOBAL R6 | Other securities | — | $207K | $229K | 1.4% | |
| VANGUARD TARGET 2020 INV | Mutual Funds | — | $259K | $227K | 1.4% | |
| PIMCO STOCKPLUS | Mutual Funds | — | $161K | $181K | 1.1% | |
| FIDELITY MID CAP STOCK | Mutual Funds | — | $158K | $167K | 1.0% | |
| THOMPSON BOND FUND | Other securities | — | $146K | $141K | 0.8% | |
| SCHAWB TREASURY INFL PROTECTED SEC | Other securities | — | $138K | $123K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | $66K | $73K | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME | Mutual Funds | — | $35K | $36K | 0.2% | |
| MUTUAL ACCOUNT FUND, 789 UNITS VANGUARD TARGET 2040 INV | Mutual Funds | — | $32K | $34K | 0.2% | |
| VANGUARD TARGET 2045 INV | Mutual Funds | — | $28K | $33K | 0.2% | |
| FORFEITURES | Other securities | — | $27K | $28K | 0.2% | |
| MUTUAL ACCOUNT FUND, 224 UNITS VANGUARD SMALL CAP VALUE INDEX ADMI | Mutual Funds | — | $16K | $19K | 0.1% | |
| MUTUAL ACCOUNT FUND, 147 UNITS VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | $7K | $7K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $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. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
