Plan Snapshot
- Plan Sponsor: Aberdeen Asset Management
- Sponsor EIN: 300711678
- Sponsor Address: 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $204.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $204.3M | $0 | $0 |
| 2023 | 0 | $302.0M | $0 | $0 |
| 2022 | 0 | $400.4M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS EUROPE AG | Other Service Provider | — | $20,808 | $20,808 |
| GOLDMAN SACHS + CO | Investment Advisor | — | $13,141 | $13,141 |
| HSBC BANK PLC | Other Service Provider | — | $9,047 | $9,047 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS + CO — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,996
- Estimated Expense Ratio: 0.021% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |