Marsh & Mclennan Companies Retirement Plan
Sponsored by Marsh & Mclennan Companies, Inc. · EIN 362668272 · Plan #001
- Total assets
- $4.2B
- Net assets
- $4.1B
- Active participants
- 6,545
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | fuzzy_auto · 96% | 2024 |
| Aqr Capital Management, Llc CRD 111883 | deterministic · 100% | 2024 |
| Jacobs Levy Equity Management Inc CRD 107022 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $2,745,383 |
| Telus Health (Us) Ltd. | Consulting (general), Direct payment from the plan | $2,289,891 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (direct) | $1,550,000 |
| Prudential Bank & Trust Company | Investment management, Investment management fees (direct) | $900,702 |
| Pacific Investment Management Co. | Investment management, Investment management fees (direct) | $607,401 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $484,850 |
| Aqr Capital Management Llc | Investment management, Investment management fees (direct) | $391,457 |
| Nisa Investment Advisors L.L.C. | Investment management, Investment management fees (direct) | $343,593 |
| Logan Circle Partners, Lp | Investment management, Investment management fees (direct) | $300,033 |
| Jacobs Levy Equity Management Inc. | Investment management, Investment management fees (direct) | $264,449 |
| William Blair Investment Management | Investment management, Investment management fees (direct) | $203,938 |
| Deloitte Tax Llp | Accounting, Direct payment from the plan | $171,256 |
| Blackrock | Investment management, Investment management fees (direct) | $151,764 |
| Paamco | Investment management, Investment management fees (direct) | $83,908 |
| Aetna Life Insurance Company | Claims processing, Insurance agents and brokers, Direct payment from the plan | $82,492 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $44,573 |
| American Century Investment Managem | Investment management, Investment management fees (direct) | $37,346 |
| General American Investors Co. | Investment management, Investment management fees (direct) | $35,265 |
| Acadian Asset Management, Llc | Investment management, Investment management fees (direct) | $16,452 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct) | $16,003 |