AUMdb

Marsh Puerto Rico, Inc. Salary Savings Plan

Sponsored by Marsh Puerto Rico, Inc. · EIN 660307769 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
72
With balances
133

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Onedigital Investment Advisors Llc Investment advisory (plan) $111,829
Empower Annuity Insurance Company Recordkeeping fees $23,491
A & A Employee Benefits Consulting Contract administrator $0