# Aberdeen Asset Management 401(k) Plan
Source: https://planprovider.pro/companies/aberdeen-asset-management-367180580-001

> Aberdeen Asset Management's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aberdeen Asset Management

- **Sponsor EIN:** 367180580

- **Sponsor Address:** 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $1.6B

## 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|$1.6B|$0|$0|

| 2023|0|$2.6B|$0|$0|

| 2022|0|$2.9B|$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|

| JP MORGAN SECURITIES INC|Recordkeeper|—|$286,439|$286,439|

| GOLDMAN SACHS + CO|Investment Advisor|—|$194,216|$194,216|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|—|$139,260|$139,260|

| CHINA INTERNATIONAL CAPITAL CO|Other Service Provider|—|$131,089|$131,089|

| UBS AG|Other Service Provider|—|$112,333|$112,333|

| CREDIT LYONNAIS SECURITIES|Other Service Provider|—|$97,431|$97,431|

| BANK OF AMERICA|Other Service Provider|—|$96,924|$96,924|

| HSBC SECURITIES (USA) INC.|Other Service Provider|—|$74,468|$74,468|

| MORGAN STANLEY CO INCORPORATED|Recordkeeper|—|$66,077|$66,077|

| MACQUARIE SECURITIES LIMITED|Other Service Provider|—|$58,579|$58,579|

| BANCO PACTUAL S.A.|Other Service Provider|—|$42,301|$42,301|

| JEFFERIES + COMPANY|Other Service Provider|—|$33,768|$33,768|

| IIFL SECURITIES LIMITED|Other Service Provider|—|$25,358|$25,358|

| INSTINET|Other Service Provider|—|$16,423|$16,423|

| BANK OF NOVA SCOTIA - SCUSA|Other Service Provider|—|$14,633|$14,633|

| CITIBANK, NA|Other Service Provider|—|$12,902|$12,902|

| LIQUIDNET ASIA LIMITED|Other Service Provider|—|$12,060|$12,060|

| BNP PARIBAS|Other Service Provider|—|$10,315|$10,315|

| KOTAK SECURITIES LTD|Other Service Provider|—|$10,082|$10,082|

| BANCO SANTANDER SA|Other Service Provider|—|$9,496|$9,496|

| PERSHING SECURITIES LTD|Other Service Provider|—|$7,886|$7,886|

| BARCLAYS CAPITAL INC|Other Service Provider|—|$7,726|$7,726|

| KB SECURITIES CO., LTD.|Other Service Provider|—|$7,263|$7,263|

| KOREA INVESTMENT AND SECURITIES CO.|Other Service Provider|—|$7,133|$7,133|

| VIRTU ITG EUROPE LIMITED|Other Service Provider|—|$6,353|$6,353|

| COWEN AND COMPANY, LLC|Other Service Provider|—|$5,656|$5,656|

| NOMURA SECURITIES INTERNATIONAL|Other Service Provider|—|$5,349|$5,349|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN SECURITIES INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [GOLDMAN SACHS + CO](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [MORGAN STANLEY CO INCORPORATED](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,491,520

- **Estimated Expense Ratio:** 0.092% 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|—|—|—|—|—|

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