Plan Snapshot
- Plan Sponsor: Aecom
- Sponsor EIN: 611088522
- Sponsor Address: 13355 NOEL ROAD, DALLAS, TX, 752406825
- Plan Type: 401(k)
- Total Participants: 17,515
- Total Assets: $6.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,515 | $6.8B | $49.7M | $186.5M |
| 2023 | 17,785 | $6.2B | $47.9M | $178.5M |
| 2022 | 17,164 | $5.5B | $45.1M | $166.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $2,850,898 | — | $2,850,898 |
| WINSTON & STRAWN | ERISA Attorney | $169,834 | — | $169,834 |
| NEPC | Recordkeeper | $127,898 | — | $127,898 |
| EIDE BAILLY LLP | Auditor | $78,500 | — | $78,500 |
| ANGELES INVESTMENT ADVISORS, LLC | Other Service Provider | $59,916 | — | $59,916 |
| MERCER | Investment Advisor | $50,467 | — | $50,467 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $12,000 | — | $12,000 |
| VASQUEZ & COMPANY LLP | Auditor | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINSTON & STRAWN — ERISA Attorney
- NEPC — Recordkeeper
- EIDE BAILLY LLP — Auditor
- MERCER — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- VASQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,354,763
- Estimated Expense Ratio: 0.049% 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 | $1,462,573 | $250,281 | — | $83,750 | — |
| 2023 | $1,445,960 | $278,941 | — | $96,075 | — |
| 2022 | $621,141 | $239,649 | — | — | $381,492 |