Plan Snapshot
- Plan Sponsor: Aberdeen Asset Management
- Sponsor EIN: 611581337
- Sponsor Address: 2323 GRAND BLVD. 5TH FLOOR, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $46.1M
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 | $46.1M | $0 | $0 |
| 2023 | 0 | $116.5M | $0 | $0 |
| 2022 | 0 | $99.8M | $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 |
|---|---|---|---|---|
| UBS AG | Other Service Provider | — | $12,708 | $12,708 |
| BANK OF AMERICA | Other Service Provider | — | $8,536 | $8,536 |
| CREDIT LYONNAIS SECURITIES | Other Service Provider | — | $8,527 | $8,527 |
| GOLDMAN SACHS & CO. | Investment Advisor | — | $6,981 | $6,981 |
| JP MORGAN CHASE SECURITIES | Recordkeeper | — | $5,877 | $5,877 |
| HSBC BANK PLC | Other Service Provider | — | $5,456 | $5,456 |
| MORGAN STANLEY & CO., INC. | Other Service Provider | — | $5,029 | $5,029 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS & CO. — Investment Advisor
- JP MORGAN CHASE SECURITIES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,114
- Estimated Expense Ratio: 0.115% 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 | — | — | — | — | — |